From the Organisation Dashboard, click the “Manage” button.
Here you can update your organisation name, view and manage your subscription, update your declaration settings and manage your organisation administrators.
Details provides the opportunity to update the organisation name. The organisation name is displayed through the Declarations interface and is used in the Declaration invite emails to your recipients.
Manage Subscription provides a summary of your Declarations subscription, when the next billing date is and provides you with a method to cancel your subscription should you need to.
Cancelling a subscription will still provide you access to your Declarations account until the end of the paid-up billing period.
Declaration Settings is the home for your renewals start month and the custom email message.
All Declarations in your organisation with a renewal period start from the same base month. This ensures that Declarations for all your users are for the same period regardless of when the user was sent their Declaration.
The default start month is January but you can change this to any month. This month is important as it defines the beginning of the renewal period, and the date at which all renewals of a Declaration are sent.
For example: A Renewals start from month of January for an annually renewing Declaration will send the Declaration invitation when you first assign it to the user. Their renewal for that Declaration will then be sent on the 1st of January the following year.
The Custom email message provides you with a way to add your own message to the Declaration invitations that are sent to your users. This message supports basic formatting (bold, italics, lists etc) and is included in the email, appearing just before the Declaration link.
Manage Administrators is where you add additional administrators to your organisation if required. Enter or paste their email addresses and then click the “Invite” button. They will receive an invitation to be an administrator as you did when setting up your account.
From here you can track the state of their invitation and delete their account if they no longer require administrator privileges.