Approve or reject an organization registration
Review new organization sign-ups and decide whether to activate them. Approving a request kicks off the automated account setup; rejecting it notifies the applicant by email.
Before you start
- Sign in to the admin console with CollabKare staff access.
- Go to Provisioning → Organization Requests. The page is titled Organization Registration Requests.
- Switch between the All Requests and Pending Approval tabs; use Refresh to pull the latest.
Steps
- Find the request in the table — columns show Organization, Admin, Type, Status, and Submitted. Expand a row for a quick summary, or click Review to open the full detail page.
- On the detail page, verify the Organization Details (name, type, NPI, Tax ID / EIN, specialties), the Medical Council Registration section for Indian practices, the Tenant Administrator identity, the Address, and the Subscription & Products selection.
- In the Review Decision card:
- Click Approve & Provision to activate the organization. Confirm in the dialog with Approve — the full account setup runs immediately, and the page shows each Provisioning Step live.
- Click Reject to decline. A Reason is required — it's sent to the applicant by email. Confirm with Reject. Nothing is provisioned.
Tips / Troubleshooting
- Rows badged Auto-approved · review are free-tier organizations the system activated automatically — give these a post-hoc check.
- The row's action menu (⋮) offers the same Force Approve and Reject actions without opening the detail page, plus Retry from step… and Abort & Cleanup for requests that are past approval (see Monitor provisioning activity).
- Steps marked NON-CRITICAL (like the verification email) can fail without blocking activation.