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:

  1. Change Parent Company
  2. Update Contact Info
  3. 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.
Did this answer your question?