Manage organization types

Administrators can manage organization types. Organization types define categories for the types of organizations that interact with Binders. They vary by purpose and the organization's goals.

Some examples are:
• K-12 school district: District, contractors, and vendors

• Commercial real estate management: Owner, tenants, contractors, and vendors

• Manufacturers and distributors: Manufacturer, prospects, customers, service agents, and contractors

You can add or edit an organization type.

To add a new organization type:

1. Select Settings > Organizations > Organization Types. The Manage My Organization Types page appears.

   

2. Click . The Manage Organization Type page appears.

   

3. Enter an Organization Type, such as District or Contractor.
4. Click Save.

To edit an organization type:

1. Select Settings > Organizations > Organization Types. The Manage My Organization Types page appears.
2. Next to the organization type you want, click .
3. Make any desired edits.
4. Click Save.