What is the My Organization module?
The My Organization module allows users to manage and maintain fundamental organizational profile information. It serves as the central location for storing key organizational details that are used throughout the Performance Analytics platform, such as organization name, address, size metrics, and legal status.
Accessing My Organization
Click the ⚙️ Settings icon in the top-right corner of any screen
Select "My Organization" from the settings menu (it's typically listed at the top)
Key Functions
Manage basic organization identity information
Update contact details and physical address
Specify organizational characteristics (venues, square footage, founding year)
Define legal structure and organization type
Maintain core metrics used for benchmarking and peer group assignment
Organization Profile Management
The My Organization interface is divided into two main tabs:
General: Contains basic contact and identification details
Background: Contains organizational characteristics and key details
Viewing Organization Information
The General tab displays:
Organization name
Organization type
Physical address
Contact information (phone, fax)
The Background tab displays:
Founding year
Legal structure
Square footage from revenue-generating spaces
Total number of venues
Updating General Information
To update your organization's basic details:
Navigate to My Organization (Settings > My Organization)
Ensure you're on the "General" tab
Modify any information that needs updating:
Organization name
Organization type (dropdown selection)
Address information (with search functionality)
Contact details (phone, fax)
Click the "Update" button to save your changes
Updating Background Information
To update your organization's characteristics:
Navigate to My Organization (Settings > My Organization)
Click on the "Background" tab
Modify any information that needs updating:
Founding Year
Legal Structure (dropdown selection)
Gross Square Footage
Total Number of Venues
Click the "Update" button to save your changes
Field Descriptions
Field | Description | Required | Example |
Organization name | Official name of your organization | Yes | "Adrienne Arsht Center for the Performing Arts of Miami-Dade County" |
Organization type | Category of organization | Yes | "Performing Arts Center" |
Organization address | Physical location of the organization | Yes | "1300 Biscayne Blvd, Miami, FL 33132, USA" |
Organization telephone | Main contact number | No | "786-468-2000" |
Organization fax | Fax number (if applicable) | No | "786-468-2001" |
Founding Year | Year the organization was established | Yes | "2006" |
Legal Structure | Legal designation of the organization | Yes | "501(c)(3)" |
Gross Square Footage | Total square footage of revenue-generating spaces | Yes | "525,000" |
Total Number of Venues | Count of all venues managed by the organization | Yes | "3" |
Relationships with Other Settings
The My Organization module interacts with these other modules:
Activity Spaces: References Organization information
User Management: Associates users with the Organization
Benchmark and Compensation reporting: Uses organizational details for analysis (square footage)
Important Considerations
Organization information persists across all fiscal years
Changes to organization profile affect all historical and future data displays
Square footage and venue count should align with what's defined in Activity Spaces
Organization Type and Legal Structure affect certain analytics and peer comparisons
Troubleshooting
Issue | Cause | Solution |
Address validation errors | Improperly formatted address | Use the address search function to find and select a validated address format |
Unable to save changes | Missing required fields | Ensure all required fields are completed before clicking Update |
Contact Support
If you have questions on the best way to complete this section or something looks like it's not working properly, contact our support team.