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Granting Management Access to People Under Companies
Granting Management Access to People Under Companies
Learn how to grant management access so that people are able to update their company's profile.
Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a week ago

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 person from the company.

How To Grant Access:

  • 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

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.

  • 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).

More Info

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