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Organization hierarchy

2 bytes added, 20:15, 5 June 2019
How to Associate Users
2. The side menu will have a tab called '''Associates. '''Select that tab. 
::: [[File:Associatestab.png|300px|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. 
5. Next, select the '''Role '''of the associated contact.
::: [[File:Associated contact.png|400px600px|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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