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Create and connect organizations

Keep employer, agency, coalition, and institutional context connected to the people involved.

PractitionerTeam leaderNew hireEvaluationTeamOrganizationEnterprise

Permission: Editors and administrators create or edit

Version 1.0 · Last verified 2026-07-15

Create the durable institution

Organizations hold institution-level context; contacts hold person-level context.

  1. 1Open Organizations and add the formal name.
  2. 2Choose the closest organization type.
  3. 3Add the public website and useful operating notes.
  4. 4Connect existing or new contacts to the organization.

Avoid duplicates

Search before creating. Prefer one canonical organization record with multiple contacts rather than spelling variants.

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