This article shows you how to add an organization record to SEP. If your organization is a diocese, you must add an organization record for each entity within the diocese (for example, parish and school) that uses SEP. If your organization is a standalone parish, simply add a record for your organization.

You must have Organizations > View and Organizations > Modify permissions assigned to your role to add an organization record. 

1. On the Home page, select the Organizations tile to open the Organizations page.
2. In the top-right corner, click to open the Organization Detail form.
3. Enter the organization's name, type, and other details into the form's fields. For descriptions of the fields in the form, go to Fields in the Organization Record.
4. Click or .
5. The system displays a message to inform you that the organization was successfully created.
   

The system saves the organization's record and adds the name of the organization to the list on the Organizations page.

Updated July 08, 2025 18:45