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Managing Profiles from the Enterprise

How to manage your user's profiles from the Enterprise account

Updated over a month ago

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 volunteers require approval”) for “Volunteer 1” (application form 1) in the selected organization.

  1. Click the person icon at the top of the screen and type the user’s name into the Quick Search

  2. Click on the user’s name from the list that appears

  3. Click on the “Organizations” tab in their profile

  4. Mouse over the Options icon to the left of the desired Organization

  5. Select “Add to Organization as….”

  6. 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.


Change a User’s Status in an Sub Account

  1. Click the person icon at the top of the screen and type the user’s name into the Quick Search

  2. Click on the user’s name from the list that appears

  3. Click on the “Organizations” tab in their profile

  4. Mouse over the Options icon to the left of the desired Organization

  5. Select to change the user’s status (e.g. “Change Volunteer Status”)

  6. Select a new module status from the available dropdown menu

  7. Click the [Change…Status] button (e.g. [Change Volunteer Status])


Remove a User from an Sub Account

While a user can be removed from an Organization account at the Organization account level, you can also remove a person from an account at the Enterprise level.

  1. Click the person icon at the top of the screen and type the user’s name into the Quick Search

  2. Click on the user’s name from the list that appears

  3. Click on the “Organizations” tab in their profile

  4. Mouse over the Options icon to the left of the desired Organization

  5. Select “Remove from Organization”

  6. Click the [Confirm] button

Note: You can only remove a user from an organization here if they belong to more than one organization, with the same Module, in your enterprise. To remove a user from the last (only) organization to which they belong, log into the organization account and proceed with removing them from there.

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