When an individual needs to update the company they work for, you choose whether they have the ability to update this themselves or only allow association/chamber staff to make the edit. This is determined by a setting in "Novi Settings" and can easily be changed for you by the Novi team. Please contact us via Intercom if you would like this changed for your association/chamber.
Option A: The individual must contact you to change their parent company. See additional notes below.
Option B: Individual may change their parent from their Member Compass, to an existing company in your database.
Option C: User may change their parent company from their Member Compass and can choose an existing company or create a new (non-member) company record as their parent.
If choosing Option A
When someone needs to change their parent company, an admin will need to make this change on their backend profile. It's also a good time to review a few other settings, making the full process look something like this:
- Change Parent Company
- Update Contact Info
- Review User Account
>> This help article will walk you through the 3 steps: Changing a Person's Parent Company
If choosing Option B or C
The user will be self-sufficient in making this change from their Member Compass.
Items of Note
- This is done via a setting in "Novi Settings" and can be easily changed for you by the Novi team. Please contact us via Intercom if you would like this changed for your association/chamber.
- This setting only applies to individuals. For company profiles, they will need to contact association/chamber staff to make the edit to their parent company.