When an organization expresses interest in joining IRIS, it is the responsibility of the local System Managers to initiate the onboarding process. Please see the instructions below on how to handle a ticket from an organization requesting to join IRIS.
Organizations located within an existing IRIS Community’s location (i.e., county spread represented by their community)
- Confirm if the organization is located in an existing community by referencing the county list on the Community Overview tab of the Communities Overview airtable.
- After confirming the organization’s location (e.g., county), check the IRIS Admin Portal - Organizations for instances of this organization to make sure they are not already in IRIS.
- Use the Onboarding New Partners canned response and copy the SMs of the relevant communities letting them know a new organization wants access to their community.
- Include the name of the organization, the contact person that reached out to us, and point out any documentation that was previously attached.
- Once that has occurred, all newly added users will need to be informed of their access, and the PC and System Managers should be looped in on the request being completed.
Occasionally, a System Manager may request IRIS staff to assist with onboarding an organization. When that occurs, you will work with the Primary Contact of the organization and use the Organization Access Form to create the organization and add any appropriate users.
Organizations from a location not already served by IRIS
Escalate to the Implementation Coordinator for additional assistance.
Need help? IRIS Support | Last updated: May 22, 2025