- Open External organisations and create or edit the name, trading name, category, NZBN, contact details, website, address and description.
- Open External contacts, or the organisation's Contacts section, and add the person with their position, contact details and preferred contact method.
- Link the correct organisation, or leave it blank for an independent contact.
- Save and verify the relationship from both records where visible.
Complete when: Staff can identify who to contact and why. A directory entry does not create an external user's application access. Do not assume free-text funder/counterparty details on existing agreements automatically synchronise with this directory.