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OmegaAI - How to add an organization under your master org in oai

How to Add an Organization Under Your Master Organization in OmegaAI

This guide walks you through how to add a new organization under your Master Organization in OmegaAI. Follow these steps to streamline setup, assign admins, and configure access with ease.

  1. Navigate to https://www.omegaai.com
  2. Click the "Enter your email address here" field.
  3. Enter your credentials and click "CONTINUE."
  4. Click the "ORGANIZATION" icon on the homepage.
  5. Your master organization will appear. If multiple are listed, click the one you want to update.
  6. Click the "+" icon to add a new organization.
  7. Enter the new organization name.
  8. Add the organization’s contact email and phone number.
  9. Select the organization type (e.g., clinic, imaging center).
  10. Enter the full address including street, city, and postal code.
  11. Select the country and province/state.
  12. Assign or auto-generate a unique organization ID.
  13. Upload a logo or avatar (optional).
  14. Assign a primary admin user.
  15. Set user roles or access permissions.
  16. Enable or disable features like Blume access, order entry, or reporting.
  17. Choose default modalities or service types.
  18. Set organization-level preferences (e.g., time zone, date format).
  19. Configure billing preferences or link billing profiles.
  20. Enable audit logging for compliance.
  21. Click "Save" to finalize.
  22. Confirm the new organization appears under your master account.
  23. Test access by switching to the new organization.
  24. Verify settings and permissions are applied.
  25. Notify the assigned admin that setup is complete.
  26. Return to the dashboard or repeat the process as needed.