Viewing an organization's contacts

The Contacts tab on an organization's contact record allows you to view all associated members.

Members with the Company Administrator role can add contacts to an organization and edit contact information. Any Staff user can assign a member to the Company Administrator role directly from the company participant list as long as the member has a user login. Once a user has been given the Company Administrator role, they can assign it to other members within the Contacts list:

  1. Select Community > Find contacts > Organizations.
  2. Find and select an organization.
  3. Select Add contact.
  4. Find an existing contact, or select Add New for a new one.

Note: Enable the Contact Account Creator configuration option Assign selected user as administrator for new organizations to automatically assign the logged in user as the Company Administrator for newly created organizations. If a Staff user creates the organization, they will have the ability to choose the Company Administrator.