Organisation Details

Articles

How do I stop someone from changing the bank details?
If an individual has the role of a Treasurer , they can change bank details.  To stop someone from changing bank details, remove them from the role of Treasurer . Please see the article How do I edit contact details of a committee member?...
How do I edit my organisation's contact details?
From My Organisation, select the Contact Details tab. Click on the line you would like to edit.   Make the required changes and click Save . NOTE: the Soft Descriptor is the way the organisation's name appears on the statemen...
How do I add a primary contact for My Organisation?
NOTE: Before you add primary contact details, you must add the person's contact details through the Officers and Permissions tab. Please see the article - How do I add committee members? to add an individual. From My Organisation, select th...
How do I create a new Organisation?
NOTE: This functionality is available only to certain organisations. Please contact your sport to know if you have the ability to use this functionality. From My Organisation , select the My Hierarchy tab. Select the Organisations tab. ...
How do I add contacts to an Organisation I created?
NOTE: you must have created an organisation before you add contacts. Please see the article How do I Create a new Organisation? to create an organisation. From My Organisation , select My Hierarchy . Select the Organisations tab. Cl...
How do I add members to an Organisation I created?
NOTE: you must have created an organisation before you add members. Please see the article How do I Create a new Organisation? to create an organisation. From Memberships select the Members tab. Click Add New Member. Enter all ...
How do I add my club logo?
From My Organisation select Contact Details tab. Click Choose File below the Image to choose the image of your club's logo. Click Upload , once you finish choosing the file. Your club's logo will be uploaded. &nbs...
How do I view my hierarchy?
If you are at National, State or League/Association level, you have a hierarchy of organisations below you.  You can view this hierarchy as a diagram or a list of organisations. From My Organisation, click My Hierarchy. The Organisations t...