Organizations

Last updated: July 31, 2026

Summary

An Organization represents your B2B (Business-to-Business) customers. While a "Participant" is an individual taking a course, an "Organization" is the legal entity (company, NGO, or government body) that those participants belong to. Think of it as a container that groups participants, handles their bills, and manages their corporate training path.

Find out more about organizations in this article

Organizations and Contacts

Organizations can have multiple contacts and a contact can be linked to multiple organizations. You can also choose one or multiple key contacts within an organization who will be able to see all information of all contacts within that specific organization by having access to the business portal.

In the organization tab you can see the names of the organizations and the number of users connected to this organization. Next to that you will also see the key contact user connected to this organization.

More information on facilitating B2B operations with Eduframe can be found in 📄 Facilitating B2B operations in Eduframe.

Where can I find all organizations? 

Underneath Contacts in the global navigation of Eduframe, you will find four tabs: Contacts, Organizations, Teachers and Duplicate Users.

where to find organizations in Eduframe

How can I create a new organization? 

To add a new organization to Eduframe: 

  1. Navigate to Organizations in the left-hand sidebar.

  2. Click the + New Organization button in the top right corner.

  3. Fill in the essential details:

    • Name: The legal name of the company.

    • Category: Useful for reporting (e.g., "Government," "Healthcare," "Partner").

    • Address Details: Ensure these are accurate for automated invoicing.

    • Extra custom fields that you configured for Organizations. Find out more in 📄 Custom Fields. 

  4. Click Save.

How can I delete an organization?

You can delete an organization in Eduframe: 

  1. Navigate to Organizations in the left-hand sidebar.

  2. Click the Organization.

  3. Click on the Trash icon (next to save). 

  4. There will be a pop up that explains what happens when you delete an organization: 

    1. Unlink all contacts, orders, invoices and opportunities from the organization

    2. Delete the organization’s notes and tasks

  5. Click Delete. (or Cancel)