In order to start collecting data on any person, you first need to set up an organization. An organization contains your learners, libraries (programs), and members (users). To set up an organization click the plus sign in the top right corner. Create a name for your organization. You can only use letters, numbers, and hyphens. This is a unique name that is used almost like a nickname or username for the organization. This is for future functionalities what will allow organizations to choose to interact with other organizations (sharing libraries and programs etc.) if desired. Learn how to put in your full name in the article titled, Change or add a longer organization name.



Once you have an organization set up, you can set up learners, members or add/create programs for your library.