Creating and Managing Legal Status

A legal status attribute describes how the government recognizes and regulates an agency. This article will explain how to create the legal status attribute and edit it in CS Resource.

Creating Legal Status

To begin, you will need to have access to the CS Resource dashboard.

  1. After logging in, locate and select the three horizontal lines in the top right corner to open the Tools menu

  2. From the dropdown, select Attributes to access the attributes section

  3. Scroll down to find Legal Status, and click on the pencil icon to add new options

  4. Click on Add Another Option + to initiate the process of adding new legal status options

  5. Enter the necessary Legal Status options. Here are some examples you might consider:

  • Faith-based Organization

  • Private Nonprofit

  • Public-Federal

  • Individual/Group Practitioner

It is important to note this is only offered at the Agency level.

Managing Legal Status

Once you have created the legal status options, you may need to manage them over time.

  1. To edit the Legal Status options, simply select the pencil icon next to the option you wish to modify

  2. You can choose to either edit current options or click on Add Another Option + to introduce new options as needed

  3. After making your changes, ensure you select ‘Save Attribute’ to apply the updates

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