Adding and editing organizations on Catalyst

Instructions

Log in to your EPIC administrator account.

Go to Manage Reports | Manage My Organizations
A list of all organizations created in your EPIC account appears.

 

EPIC: Manage My Organizations

 

Add a new organization

Click Create New Organization to add an organization that does not already exist in the Organization dropdown list.

Enter a name and city before clicking Save.

When you add an organization, it is visible in the Organization dropdown list to all EPIC users.

 

You can also create a new organization during the process of sending out assessment codes. If you begin searching for an organization and discover you need to create a new organization, select the + Add option from the dropdown menu.

 

Select organization menu in EPIC

 

Then enter the name, city, and logo of the new organization.

 

Add organization screen in EPIC

 

Edit an organization

Update the name or location of an organization. Or add a logo.

 

EPIC: Edit Organization

 

Click Save.

 

Please double-check that you’re assigning your learners to the correct organization, especially if they are from a large organization. Sometimes people want to share their styles only with other learners in their location or division. EPIC administrators might have created multiple instances of the same organization and you’ll want to select (or add) the right one.
Adding logos makes it easier to search for the right organization.