Admins & Contacts

Articles

How do I add contacts to my organisation?
Click Create  Contact. Enter all the required information.  Click Save. NOTE: Any field with a red asterisk is mandatory.  To select a Role, click in Role and select from the drop down list.  You can select more th...
How do I add someone as a system user?
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 arrow next to Edit Row. Select Enable Admin . Confirm that you want to make this person...
How do I edit details of a contact?
Click EDIT ROW at the end  of the line that you want to edit . Make changes and click  Save. NOTE : the Save button appears after you make a change. NOTE: if the Treasurer Role is removed, the member can no longe...
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.  Click Edit Row  at the end of the line  you want to edit. Check the box under the Is Primary column and click Save . ...
How do I add contacts to an Organisation I created?
You can add contacts to any organisation to which you have access.   Hover of My Organisation and select My Hierarchy . Find the organisation you to which you want to add a contact.  Click on the name of the organisation. Click...