naus | my Organisation

How to Manage Organisation Details and Contacts

naus | my Organisation is a platform by Mandalay Technologies that will provide your team with access to naus Applications (such as the Commercial Services Portal) and allows you to administer your users and organisation details.

This article will explain how to manage your organisation’s details and the list of contacts that represent your organisation.

Organisation Details

The details for your organisation are available within Organisation Details.

To access, select Organisation Details from the left-hand menu. Here you will find several pieces of information about your organisation.

Basic Information – This shows your primary business number, business name (the legal business name linked to your ABN), display name (the name that will appear across other naus applications) and head office address. Some of these details can be edited by your business owner.

Facility Tenants – For those organisations using Mandalay Technologies Facility software, tenancy information will appear here.

Business Units – Will display your primary ABN and any additional ABNs that are linked with your organisation.

Contacts – Users who have also been assigned as Contacts for your organisation appear here. This list of contacts will be visible to other naus organisations in applications such as Commercial Services so it will be important to keep this list up to date. You will also have access to visibility controls for contact details.

To preview how your Organisation Details and Contact Information will appear to other naus organisations, click on the link at the top of the Organisation Details screen.

Visibility controls are available to manage the visibility of contacts and their information.

Keep reading to learn more about adding new contacts and updating the visibility of their details.

How to Update Information

Owners and Admin level users have the ability to update Organisation Details and Contacts.

Update Your Organisation Name and Address

Your organisation Display Name and Head Office Address can be updated by your My Organisation

The Business Name of your organisation cannot be changed as this is directly linked with your primary ABN. If you would like to link additional ABNs to your My Organisation platform please reach to the Mandalay Technologies support team at [email protected].

To update organisation details your My Organisation Owner can follow these steps:

Update Display Name

1: Go to the Basic tab in Organisation Details.

2: Scroll to the far right of the screen and enter a new Display Name into the field.

Your organisation Display Name will be referenced within other naus systems such as Commercial Services, so it is important to ensure this is recognisable by other organisations.

Update Head Office Address

1: Go to the Basic tab in Organisation Details.

2: Enter new address details into the appropriate fields.

Adding New Contacts

Follow these steps to add a new Contact to your organisation.
Add Contact

1: Go to the Contacts tab in Organisation Details

2: Click on Add Contact.

3: The Users dashboard will open, displaying a list of all active Users.

Check for an existing User

You should first check to see if the contact already exists as a User.

1: You can use one or more of the available filters to help you search.

2: Or, the Global Search at the top right of the screen to locate the User.

3: If the User exists, click on the  Magnify Icon  icon on the far right-hand side of the User.

4: Then, click Add to Contacts.

If the User does not exist

If the contact does not exist as a user you will need to add them. This article explains the steps required to add a new user to your organisation.

Updating Details and Visibility Controls on Contacts

Visibility Controls give you the ability to show or hide information such as a contact’s email address or phone number.

Contact Visibility Controls can be updated from either the Contacts tab or within Users.

Edit Visibility Controls from the Contacts Tab

Locate the Contact

1: Locate the Contact, the search field at the top right of the screen will help you.

2: Click on the    icon at the far right-hand side of the Contact. This will open a pop-up window where you can edit their information.

Update Visibility Controls

3: Click on the    icon to either hide or show the Contact’s email address or phone number.

4: Click Save.

5: A preview of how the Contact’s details will be displayed is available on the left hand side of the pop-up window. These details will update as visibility controls are updated.

6: If both the email and phone number are hidden for a contact, that contact will not be visible.

Edit Visibility Controls within Users

You can also update Contact information and Visibility Controls from the Users page.

1: Click on Users from the left hand menu.

2: Use one or more of the available filters to help you search.

3: Or, the Global Search at the top right of the screen to locate the User.

4: Click on the icon on the far right-hand side of the User.

5: Then click on View Contact Details. This will open the pop-up window where you can edit their information.

Need Assistance?

If you require assistance, please contact the facility who invited you to join Commercial Services.

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