Add a User to Another Organization within your Enterprise

Note: This cannot be done in bulk; it must be done one at a time, from the Enterprise level.  The profile will be added to that Organization with the status of either “Accepted” or “Applicant”; depending on the settings (i.e. “New clients require approval”) for the Client application form. 

  1. Click the person icon at the top of the screen and type the user’s name into the Quick Search 
  1. Click on the user’s name from the list that appears 
  1. Click on the “Organizations” tab in their profile 
  1. Mouse over the Options icon to the left of the desired Organization 
  1. Select “Add to Organization as….” 
  1. Click the [Confirm] button 

Tip: To make a person an administrator in a specific Organization, you must first add them to that organization, then log on to the Organization and add them to the Administrator Module. 

Updated on February 17, 2021

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