Organization Profile

This article will show you how to navigate your organization profile in your Maryland Justice Passport organization account.

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Every organization has one profile. It's a good idea to review your organization's profile periodically to ensure that all contact and staff information is accurate. Updating your profile will make sure that referrals to you run smoothly.

If you do not see the "Edit" button on the "My Organizations" page, you do not have admin access. Only admins can make changes to organization information. If you think this is a mistake, contact your supervisor to make you an admin.

How to find your organization's profile

1. Select the Organizations page on the left-hand side of the menu.

2. Click on "My Organization" underneath the Organizations page.

You can now view and edit your organization's Counties Served, Focus Areas, Income Limits, Passport Access Days, and Information for Referrals. You can also view or add members to your organization by selecting the "Staff" tab to the right of the "Overview" tab. If you are adding new staff members and are confused about roles, please reference the People article.

How to edit counties served

1. On the "My Organization" page, select the "Edit" button.

2. Under "Counties Served" you can remove any counties that your organization will no longer take cases from by selecting the "X" button next to the county.

3. You can also add counties by clicking the box under "Counties Served" or the arrow to reveal a list of counties to add.

4. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit focus areas

Some organizations have focus areas; for instance, some organizations only serve immigrants, LGBTQ+ people, or survivors of abuse. Your organization might not have a focus area. If you have a focus area that isn't listed, contact [e-mail] to have it added to the list.

1. On the "My Organization" page, select the "Edit" button.

2. Under "Focus Areas" you can remove any focus areas that your organization will no longer serve by selecting the "X" button next to the Focus Area.

3. You can also add focus areas by clicking the box under "Focus Areas" or the arrow to reveal a list of legal topics to add. If you have a focus area that isn't listed, contact [e-mail] to have it added to the list.

4. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit income limits

1. On the "My Organization" page, select the "Edit" button.

2. Click on the box underneath "Income Limits" and enter in income level limits.

3. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit passport access days

This is the number of days that members of your organization will have access to Passports. It applies to Passports that your organization creates and Passports that members of your organization are added to when someone refers a Passport to your organization's pinged listings (for a description of "pinging," see Listings article on what is pinging).

1. On the "My Organization" page, select the "Edit" button.

2. Click on the box underneath "Passport Access Days After Passport Created or Referral to Organization" and enter in the number of days you want someone from your organization to have access to a Passport.

3. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit organization description

Make sure your organization description applies to your entire organization across all programs. For more specific program descriptions, use "Listing Descriptions."

1. On the "My Organization" page, select the "Edit" button.

2. Scroll down until you see a new section titled "Information for Referrals."

3. Click on the box underneath "Organization Description" and update the text in that area.

4. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit organization website, phone number, or email

Litigants who are referred to your organization will receive this contact information as part of their referral.

1. On the "My Organization" page, select the "Edit" button.

2. Scroll down until you see a new section titled "Information for Referrals."

3. Click on the box underneath "Website" and update the hyperlink to the organization's website.

4. Select the box underneath "Phone Number" and update the organization's phone number. Make sure to add parenthesis, spaces, and dashes to make the phone number easy to read for a litigant.

5. Click on the box underneath "Email" and update the organization's email address.

6. Select the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to edit organization disclaimer

Some organizations like to show litigants a disclaimer with their referral, clarifying any necessary information. For instance, "A referral is not a guarantee of services."

1. On the "My Organization" page, select the "Edit" button.

2. Scroll down until you see a new section titled "Information for Referrals."

3. Click on the box underneath "Disclaimer" and add or update the text that your organization wants litigants to see. For example, "A referral is not a guarantee of services."

4. Select the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to add files to referrals

Some organizations need all clients to fill out certain forms, like intake applications or citizenship forms. Attaching those forms in your organization profile will give your intake team a head-start by automatically giving referred litigants the needed documents along with their referral.

1. On the "My Organization" page, select the "Edit" button.

2. Scroll down until you see a new section titled "Information for Referrals."

3. Click the "Add" button under the "Files to Include with Referrals" section. You can upload up to five attachments at a time. Once you've added the attachments, click the "Upload" button .
4. If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.
5. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to delete files from referrals

1. On the "My Organization" page, select the "Edit" button.

2. Scroll down until you see a new section titled "Information for Referrals."

3. You will see an icon preview of each file. Select the "X" next to the file you want to delete.

4. Click the "Save" button to save your updates.

If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .

How to view staff

On the "My Organization" page, select the "Staff" tab. This will take you to an overview of all the accounts associated within your organization in the Maryland Justice Passport platform.

How to add staff

1. On the "My Organization" page, select the "Staff" tab.

2. Click the "Add New" button. This will take you to a new screen where you need to fill out the following information: Organization, First Name, Last Name, Title, Email, Phone, and Role.

   • When entering the email address, make sure to verify the email. Currently, you cannot update the email address. You will need to delete the account and add the staff member back in with the correct email address.

3. Click the "Save" button to save your updates.

It may take up to 30 seconds for the new person to show up in the staff list. Refresh the page if you don't see it after 30 seconds.

How to delete staff

1. On the "My Organization" page, select the "Staff" tab.

2. Click the account you want to remove. This will take you to an overview of the staff account profile.

3. Select the "Edit" button.

4. Under "System Role" select the drop down menu to reveal the different roles associated with accounts. Click "Remove user."

5. Click the "Save" button to save your updates.

It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.

How to change roles

1. On the "My Organization" page, select the "Staff" tab.

2. Click the account that requires a role update. This will take you to an overview of the staff account profile.

3. Select the "Edit" button.

4. Under "System Role" select the drop-down menu to reveal the different roles associated with accounts. Click "Admin" or "Staff."

5. Click the "Save" button to save your updates.

It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.