Navigate to the company's record on the backend

Go to the Family Tree tab, then the People sub-tab

In the Action column, click the arrow

Then select the appropriate option from the drop-down list

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.

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

If you do not see the person listed on the company's People sub-tab, click the link to Show Related Contacts (see image below).

Attach one person as the Primary or Billing Contact for multiple related companies.

Attach one person as the Primary or Billing Contact for multiple unrelated companies.

Learn what individuals will see in their Member Compass and what information they will be able to edit, based on their level of access.

Learn more about Company Billing Contacts.