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Organization hierarchy

1,396 bytes added, 20:14, 5 June 2019
Organization Ownership
3. Under the '''Associations '''tab, toggle on '''Enable Associations - '''Enable Associations feature between companies and users. 
After Associations have been enabled, return to the main menu and under the '''Organizations '''heading, select '''Organization Hierarchy.'''
 
1. Select the organization that you want to associate a contact with. 
 
The organization's details will be displayed.
 
2. The side menu will have a tab called '''Associates. '''Select that tab. 
 
::: [[File:Associatestab.png|border]] 
 
3. If any contacts are already associated with that organization, they will be listed on this page. To add a new contact as an association, ensure that you are in '''Edit '''mode. The top menu will say '''Edit '''(between '''New '''and '''Options''') if you are correctly in Edit mode. 
 
4. In the '''Lookup bar, '''select the contact that you would like to associate. You can press the '''Binoculars icon '''to open up a list of all available users. 
 
5. Next, select the '''Role '''of the associated contact.
 
::: [[File:Associated contact.png|border]] 
 
In this example, the associated contact, Adrienne, is a '''Donor '''for this organization. When the associated contact is added, their information - such a s email and address - will be displayed. They will also have their '''main '''organization listed under the Organization heading. Adrienne's main organization is '''External Reviewers. '''
 
Repeat this process if you would like to add more associated contacts. 
 
 
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[[Category:System Management]][[Category:Glossary]]
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