Organizations

The Organizations section in ampEducator allows you to manage external entities that interact with your institution. Organizations can represent academic institutions, associations, companies, charities, government agencies, nonprofits, or other entities. This feature enables you to associate Students with specific Organizations for administrative tracking, invoicing, and billing purposes.

To create a new Organization, click the New Organization button. Select the Organization Type, enter the Organization Name, and optionally add contact details such as phone number, email, and address.

Once you press Add, you will be redirected to the Organization Profile, where you can view or edit the Organization’s information.

When you create a new Organization or click on the name or edit icon of an existing one, you will be brought to the Organization Profile, where you can view and update its details. The profile is divided into several sections to help manage the Organization effectively

The Details section includes essential information about the Organization, such as its type, name, contact details, address, and website. It also displays the total number of Students associated with the Organization and provides a space for notes. This section ensures all key details are easily accessible and editable.

The Contacts section is used to manage key contacts associated with the Organization.

To add a new contact, click New Organization Contact, enter the contact's name and details, then click Add. The contact will be added to the list and available for reference or updates.

The Students section displays all Students associated with the Organization. This list provides an overview of linked Students, allowing you to track and manage their connection to the Organization efficiently.

To add a Student to an Organization, go to the Student Profile and select the Admin tab from the side menu. Click the Edit button next to Organization, then choose from the list of existing Organizations. Once selected, click Update Administration before exiting the Student Profile to ensure the changes are applied.

The Account section provides an overview of the Organization’s financial standing. It includes key details such as Account Balance, Total Due, Current Due, and Past Due Balances (30, 60, and 90+ days overdue). It also tracks Total Revenue, allowing you to monitor the Organization’s financial activity at a glance.

The Invoices section lists all Student invoices that are billed to the Organization. This provides a clear overview of outstanding balances, payments, and financial transactions associated with the Organization.

To learn more about invoicing an Organization, visit Invoices / Bill Organization.