Create and Add an Organization to a Photo Job

Overview

Creating an organization within your GotPhoto platform not only allows you to keep track of the performance of recurring clients over time, but also lets you grant access to statistics to a school/league representative, as well as utilize the School Portal feature. In this article, we'll review how to create and view your organizations, as well as how to add them to a Photo Job.

Navigation

The Organizations tab can be accessed by clicking on the Communication page, then selecting Contacts → Organizations.

[ Classic Interface: Click into the Customers tab, and then click on the Organizations tab.]

Clicking on an organization's name will take you to a page with information, jobs, and statistics for this organization.

Create and Add an Organization to a Photo Job

1. On the Organizations tab, click the blue + Create a new organization button.
2. On the following page, fill out the information requested and click the Save button.

You can also create a new organization when creating a new Photo Job under Advanced Settings:

You can then add your newly created organization via the dropdown.

These settings can be accessed later by clicking on Edit Job Information under the Actions dropdown on the Photo Job Main Settings Page:

Edit an Existing Organization

You can edit the information of an existing organization by clicking on its name on the Organizations tab:

On the following page, click the Edit button on the right to adjust the organization details. You can also click the red Delete button if you would like to delete the organization from your system permanently.

The Takeaway

Manage client relationships and empower organization representatives with GotPhoto's Organizations tab. Maintain a record of recurring clients, grant access to valuable statistics, and utilize the School Portal's functionality.