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🏢 Organization Setup

As an Administrator, you can create, view, and update organizations within the Valet in a Box platform. Each organization acts as a parent entity for its valet sites, employees, and reporting structure.

Features​

  • Allows for the creation of new organizations
  • Supports modification of existing orgs
  • Provides centralized visibility into organizational records

Step-by-Step: Creating an Organization​

  1. Navigate to the Organization Management screen from the sidebar.
  2. Fill in the following fields:
    • Org Name
    • Address
    • Contact Phone
    • Owner (name or ID)
    • Contact Email
  3. Click Create Organization.

📸 Organization Creation Form​

Organization Setup Form

Org Created​

Once submitted, the organization appears in your list and is confirmed with a success banner.

📸 Confirmation View​

Organization Created Message

Viewing and Editing Existing Orgs​

Click View Details to open an existing org and make changes. You can update its name, contact, or ownership details.

📸 Org Detail Modal​

Organization Details Modal

Pro Tips​

  • All organization IDs are system-generated and immutable
  • Make sure to double-check email and phone formatting
  • Orgs must be created before assigning employees or sites