Admins & Contacts

Articles

How do I add officers to my organisation?
From My Organisation, s elect the Admins & Contacts   tab. Click Create  Contact. Enter all the required information.  Click Save. NOTE: Any field with a red asterisk is mandatory.  To select a Role, cli...
How do I add someone as a system user?
From My Organisation , select the  Admins & Contacts  tab.   NOTE :  the person must be a contact to make them a system user.  If they are not already a contact, create them. Click on the drop down arro...
How do I edit details of a contact?
From My Organisation , select the Admins & Contact s tab . Click EDIT ROW at the end  of the line that you want to edit . Make changes and click  Save. NOTE: if the Treasurer Role is removed, the member ...
How do I add a primary contact for My Organisation?
NOTE: Before you make someone a primary contact, they must already exist in Admins & Contacts.  From My Organisation, select the Admins & Contacts tab. Click Edit Row  at the end of the line . Check the box under th...
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. ...