Section 10 · Organisations
Setting up your organisation
How to create an organisation account, add team members, configure your organisation profile, and apply for Accredited Organisation status.
After reading this article you can
- Create an organisation account
- Add team members and configure their access
- Complete your organisation profile and apply for accreditation
Setting up an organisation account involves creating the organisation profile, adding your team, and applying for Accredited Organisation status. The process takes a few days for the accreditation review to complete.
Creating the organisation
Register as an organisation
From the sign-up flow, select Organisation as your account type. You will be asked for your organisation name, registration type (charity, CIC, limited company, unincorporated association), and your own details as the admin.
Complete the organisation profile
Your organisation profile includes:
- Organisation name and logo: how you appear in the directory
- About us: a description of your organisation, its mission, and the families you support
- Areas of focus: specialist areas across the team
- Coverage area: where you operate
- Contact details: how families can reach you outside the platform
Add team members
From Organisation Settings > Team, invite team members by email. Each team member will be prompted to create their own individual advocate account (or link an existing one) and will then be added to the organisation. All team members must complete individual verification.
Applying for Accredited Organisation status
Accredited Organisation status requires:
- A complete, reviewed organisation profile
- At least one fully accredited individual advocate as a team member
- Evidence of your organisation's legal status (charity registration, Companies House entry, etc.)
- Agreement to the SENVault Organisation Code of Conduct
Submit your accreditation application from Organisation Settings > Accreditation. Review typically takes 10–15 working days.
Admin permissions
As organisation admin, you can:
- Add and remove team members
- Assign cases to specific advocates
- View all active cases across the organisation
- Manage the organisation's billing and plan
- Set the organisation's availability status
What to do next
- 1
Complete your organisation profile
Go to Organisation Settings and fill in all sections of the profile before applying for accreditation.
- 2
Read about team case management
The next article explains how to manage cases across your team, assigning, monitoring, and handling capacity.
Next in this section
Team case management
How to manage active family cases across your advocacy team, assigning cases, monitoring caseloads, and handling cover and handovers.
Related articles
What is an organisation account
What an organisation account on SEN Evidence Vault offers, who it is designed for, and how it differs from individual advocate accounts.
The support ticket system
How families contact your organisation through SEN Evidence Vault, how to manage and triage incoming requests, and how to use the full ticket management features including SLA tracking, saved replies, time logging, and case linking.
Open the app
Try this in SENVault
Multi-advocate team management, shared cases, and family communications.
Open SENVault