How do establishments work?
In Psylio, organization administrators can now add establishments and assign members to them.
Adding an establishment
- Go to Organization settings.
- Open the Establishments tab and click New establishment.
- Enter the establishment’s name and details.
- Click Save.
Assigning members to an establishment
After creating an establishment, you can assign members who work there.
Once assigned, members can link their records to a specific establishment if needed. This makes it easier to organize and manage records by establishment.
Related Articles
How does record sharing work?
Sharing a record you created with a colleague: Open the record you own. Go to the Share tab. Click Add and select the collaborators you want to share the record with. Choose the type of access you want to grant and click Save. Types of access ...How do record transfers work?
As a practitioner in a group organization, you can: Transfer a record you created to a colleague, including its contents and the responsibility for follow-up. Accept or decline a record transfer initiated by another member of your organization. ...My group organization has been created in Psylio. How to proceed as an administrator?
Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...I’ve just joined my group organization on Psylio. How can I properly configure my account?
Welcome to your group organization! Here are three tips to help you get off on the right foot: Use the correct account: When you log in to Psylio, you’ll see two types of accounts: one under your name and another under your organization’s name. ...I use Psylio with my school service centre. Why doesn't the student search provide any results?
To take full advantage of the connection between Mozaïk-Portail and Psylio, you must log in to your Psylio account using the tile available in Mozaïk-Portail. If you access your account via www.psylio.com, you will automatically receive zero results ...