In order for a member to be able to update their company's profile, that person must first have management access.


3 Ways to Grant Management Access

  1. Make the person the primary contact for the company.

  2. Make the person the billing contact for the company.

  3. Grant management access to a staff person for the company.

How To Grant Access:

  • Navigate to the company's record on the backend

  • Go to the Staff tab

  • In the Action column, click the arrow

  • Then select the appropriate option from the drop-down list

Items of Note:

  • A person only needs one of the three options above in order to have access to the company's information in their Member Compass.

  • There is no limit to how many people can have management access (#3 above).

  • The ability to access and edit the Staff list for a company depends on a setting in your Association Settings. There's also a second setting to allow staff members with management access to move staff to another parent company.

  • If you do not see the staff member listed on the company's Staff tab, click the link to Show Related Contacts (see image below).


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