Overview
Members can be organized into Household Groups or Organizations for convenience. This article will show you how to assign members to an organization profile.
Before You Start
The main Point of Contact (POC) should be created within the Member tab. Build this member with the organization's address, phone and email.
From the Dashboard, click on the Member tab and either select the member that is the main POC from the Member List, or build a New Member Account. See How do I Create or Edit a Member Account?
How do I create an organization account?
The Household Name defaults to the Member's Last Name. Click Edit Name to change the name or the type. The Type defaults to Household. For Organizations, change Type to Organization. (Note: if this is an Organization, all Members acting on behalf of this Organization should be added as New Group/Family Members here)
- Click Edit Name to change the name or the type;
- Enter the Organization Name where the Last Name Appears (i.e. - Boy Scouts of America);
- The Type defaults to Household - Click on the Household drop down and select Organization;
- Click Save.
Adding New Household or Organization Members:
- Navigate to the profile and click Add New Group/Family Member.
Tips:
After changing a household to an organization, you can then search by organization name or the POC's last name, first name.
Notes:
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After working with one Household Member, other Household Members appear in the subsequent drop downs to limit search time and ease data entry
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Makes searching for and viewing Member history for multiple family members very easy
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Specific members can be marked as Head of Household to ensure they receive email correspondence in addition to younger household members
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When specifying a Household as an Organization, all Members of the Organization can be found by performing a Member Search on the Organization Name