Onboarding New Organizations

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. 


Deactivating Organizations

While System Managers typically handle deactivating IRIS Organizations for their IRIS Community, if they reach out to IRIS Support requesting assistance we can help them to do so. Please see instructions below on how to deactivate an IRIS Organization.

  • Confirm the IRIS Organization(s) to be deactivated with the System Manager (especially important if one organization's programs are separated into multiple IRIS Organizations).
  • Confirm if user's with access only to that organization need to be deactivated, as well. 
  • Once confirmation is received, all users associated with the IRIS Organization(s) should have it removed from their Team Member profile. The easiest way to do so is to navigate to the Team Members tab, search for the IRIS Organization in question under the "Partner" search field, then remove that organization's access for all associated users. If its the user's only access point, go ahead and deactivate them.


Once Team Member access has been updated, then you can deactivate the IRIS Organization(s). To do so:

  • Navigate to the IRIS Organization(s) Profile (either by selecting the organization's name in /admin or by searching for it on the Partner Organizations tab in the IRIS UI and clicking "edit").
  • Scroll to "Eligibility Requirements" and check the box "This organization is deactivated."
  • Select "Updated Organization" at the bottom of the screen.


Deactivating IRIS Organizations Effects

Deactivating an Organization Profile in IRIS will initiate the following:   

  • Any IRIS accounts/logins associated with the Organization Profile will become inactive (but not deactivated); these users will no longer be able to log into IRIS unless they have access to another organization. 
  • The deactivated organization will no longer appear as an available referral partner in the IRIS network. 
  • Referrals 
    • Any referral sent by the deactivated organization remain in the status they were prior to the organization deactivating and remain visible to the referral recipient. 
    • Referrals received by the deactivated organization (i.e., in the Sent status on the deactivated orgs home page) are automatically rejected. The referral will be rejected with the system generated response "This organization is deactivated."
    • Referrals in Accepted status remain in that status.



Need help? IRIS Support | Last updated: November 7, 2025