Configure an Institution

Review Institution topics.

The name of each level in the organizational structure of this application can be renamed to reflect your organization’s structural hierarchy in Setup > General > Terminology. The Institution level is the first level.

To edit, clone, or create a new Institution in the Organization section of the Setup area:

  1. Click the Institution level.
  2. Select an institution and click Edit to modify the institution; or select an institution and click Clone to duplicate the institution; or click Add Region to create a new one.
  3. Configure the remaining settings as desired.
  4. Click Save.
Parent topic: Setup Organization