Introduction
This article explains how organisations work in Cademy. It covers how organisations store company information, how contacts and enrollments are grouped, and how to create, manage, and link organisations across the admin dashboard.
Step-by-Step Instructions
How to view all organisations
Follow these steps to access the list of organisations in the admin dashboard.
Open the admin dashboard: https://admin.cademy.io/
Select Organisations from the navigation menu: https://admin.cademy.io/organisations
Use Search, Filter, Sort, or Columns to adjust the list.
Select any organisation to view its full record.
How to create a new organisation
Follow these steps to create an organisation manually.
Go to Organisations in the admin dashboard: https://admin.cademy.io/organisations
Select Create New.
Enter system fields such as Organisation Name, Domains, and Billing Email.
Fill in any custom fields.
Add tags if needed.
Select Create Organisation.
How to view and edit organisation details
Follow these steps to access and manage a specific organisation record.
Open Organisations and select an organisation from the list.
Review system fields and custom fields in the left panel.
Select any field to update its value.
Scroll to Notes to add or view notes.
Use Delete Organisation if the record must be removed.
How to manage contacts within an organisation
Follow these steps to view or update the contacts linked to an organisation.
Go to an organisation record.
Select the Contacts tab.
Review the contact table or use Search, Columns, or Export.
Select Add Contact to link a new contact.
Open the action menu next to a contact to remove the contact from the organisation, edit the record, or email the contact.
How to manage enrollments within an organisation
Follow these steps to view all enrollments connected to an organisation.
Open an organisation record.
Select the Enrollments tab.
Use Search, Filter, or Export to manage the list.
How to assign or change an organisation from a contact record
Follow these steps to manage organisation assignment from the contact page.
Open Contacts in the admin dashboard.
Select a contact.
Locate the Organisation field.
Choose an organisation from the dropdown.
Use the clear option to remove the organisation if needed.
How to enable automatic linking
Follow these steps to enable automatic linking based on email domain.
Go to Settings in the admin dashboard: https://admin.cademy.io/settings
Select Organisations.
Enable Automatically link contacts to organisations by domain.
Enable Create organisations when auto-linking if automatic creation is required.
Select Save.
How to manage ignored domains
Follow these steps to prevent specific domains from being used for automatic linking.
Go to Settings and open Organisations.
Scroll to Ignored Domains.
Enter a domain such as gmail.com.
Select Add Domain.
How to customise organisation fields
Follow these steps to add, reorder, or manage fields for organisations.
Go to Settings.
Select Organisations.
Review the Organisation Fields list.
Select New Field to create a custom field.
Use drag handles to reorder fields.
Use the settings icon to edit or delete custom fields.
How to import organisations in bulk
Follow these steps to upload organisations using a spreadsheet.
Open Settings in the admin dashboard: https://admin.cademy.io/settings
Select Imports.
Choose Organisations.
Download the example import template if needed: https://assets.cademy.co.uk/random/example-organisations-import.csv
Upload a CSV or XLSX file.
Map system fields, domains, and any custom fields.
Complete the import.
Review the imported records in Organisations.
Pro Tips and Notes
Keep organisation domains unique to prevent merge prompts.
Enable automatic linking only after organisations are created or imported.
Use ignored domains to avoid grouping contacts from shared public domains.
Multiple domains can be added to a single organisation.
Automatic linking affects only new or updated contacts and organisations.
Frequently Asked Questions (FAQs)
Q: Are organisations visible to learners?
A: No. Organisations are only available to admins in Phase One.
Q: Does automatic linking update existing contacts?
A: No. Automatic linking applies only to new or updated records.
Q: Can learners select their organisation at checkout?
A: Not in Phase One.
Q: Can custom fields be added to organisations?
A: Yes. Custom fields can be created in Settings under Organisations.
Q: Is importing organisations required?
A: It is recommended for clean and structured domain matching.
Q: Does Cademy already block common public email domains?
A: Yes. Cademy ignores thousands of generic email domains such as gmail.com, yahoo.com, and outlook.com when automatic linking is enabled.