Contacts

To gain administrator access for your organization(s), another org administrator or a community or system admin can set this up. Different levels of admin access can be set which controls what each admin has access to see/do.

Once your account is associated to an organization, once logged in, you will see an "Org Admin" menu option, click this to view your organization management page.  

From the "admin" drop-down, view the "Contacts" page. 

"Contacts" has three functions:

1) sets your security clearance to manage this organization via the "user ID" field.

2) displays your contact info publicly on the organization details page if the "visible" box is checked on.   

3) creates the list of people from the organization that may potentially be covered by an org-to-org membership.

Click "Create New" to add another contact. Click "Organizations" to go back to org management page. 

Top level admin can click "Register" beside someone's name to register them for programs/events, or click "Register Members" at the top to sign multiple contacts up for opportunities at once. 

Click the "Actions" drop-down menu to edit an existing contact.

When creating a new contact or editing one, select a role that best suits the level of access the individual should have.