In order for a member to be able to update their company's profile, that person must first have management access.
Management Access Privileges
Management access allows admins to determine who in a family tree should have additional management privileges. These privileges include options in the Member Compass for those with management access to:
Edit and update company/organization information such as addresses, contact information, logo, social media, etc.
View/pay transactions from across the family tree and access historical transactions.
Manage related persons by adding and/or removing persons, as well as the option to grant management access to related persons (the optional setting to allow permission to manage related persons is controlled in Association Settings under the Membership tab in the Member Compass section).
Important Note: Management access privileges apply to company/organization records only. Individual records will not have these designations available for assignment.
Management Access Levels
Primary Contact - individuals designated as the primary contact for a company/organization are the go-to persons for that entity.
In seat-based member types, primary contacts do not have to hold a seat to access the above privileges.
Primary contacts are displayed at the top of a company/organization record and indicated in the Family Tree with a star next to their names:
Billing Contact - individuals designated as the billing contact for a company/organization will receive emailed transactions sent via Novi to their email address, and billing contacts are the the individuals that admins should communicate with regarding invoices and other transactions.
If members in your membership utilize a billing system where invoices need to go to a certain accounting email that is not necessarily tied to a person, you may consider creating an individual record named "Billing Contact" or "Accounts Payable" with the correct email under the company and set that record as the Billing Contact.
In seat-based member types, billing contacts do not have to hold a seat to access the above privileges.
Learn more: Company Billing Contacts in Novi AMS
Billing contacts are displayed at the top of a company/organization record and indicated in the Family Tree with a dollar sign next to their names:
Management Access - if a need arises for more individuals to have management access privileges once placeholders for primary and billing contacts are claimed, individuals can be designed as management access, allowing them all privileges listed above.
Individuals with management access who are not a primary/billing contact do not receive transactional emails or invoices to their email addresses unless their email addresses are manually added when sending.
In seat-based member types, management access contacts do not have to hold a seat to access the above privileges.
Management access contacts are not displayed at the top of a company/organization record, but are indicated in the Family Tree with a key next to their names:
Individuals with any level of management access can also be synced from a Novi Group to MailChimp and/or Constant Contact to ensure that communications sent from those platforms go to the inboxes of appropriate contacts.
3 Ways to Grant Management Access
Make the person the primary contact for the company.
Make the person the billing contact for the company.
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