Summary: Managing Organizations in empowOR
Community entities (e.g., landlords, schools, healthcare providers) that offer services to program participants should be recorded in empowOR under the Organizations list. This allows them to be selected in drop-down menus within forms and expenditures.
Prerequisites:
Before entering a new organization, gather:
- Organization Name
- Organization Type(s) (e.g., landlord, utility vendor, school)
- Payable status
- Optional but recommended: Address, Phone, Email, etc.
Adding an Organization:
Navigate to Organizations ➤ Manage Organizations, then click ADD NEW ORGANIZATION.
Input the name, type(s), and Payable status. You can assign multiple types (e.g., Utility Vendor, Expenditure Vendor).
Note: Mark as Payable to use in the Vendor Checks payment module.
Organization Types:
These determine where the organization appears in empowOR forms. Common types include:
- Employers
- Utility Vendors
- Schools
- Landlords
- Program Providers
- Referred To
You can assign multiple types to one organization.
Additional Optional Info:
- Category (e.g., woman-owned business)
- Services/Assistance Types (e.g., food, transportation)
- Description, EIN, Address details
- Contacts (used for external referrals)
- Notes
Always click SAVE after entering or editing data.
Editing Organizations:
Search via name, type, contact, address, vendor code, etc. You can also include archived entries. Edits can be made to any field and must be saved.
Permissions:
Access is role-based:
- Manage: Add/edit organizations
- View: Read-only access
- No Access: Cannot view or edit
Permissions are set by an empowOR Administrator through the Staff menu.