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
Make the person the primary contact for the company.
Make the person the billing contact for the company.
Grant management access to a staff person for the company.
How To Grant Access:
Navigate to the company's record on the backend
Go to the Staff 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 (#3 above).
The ability to access and edit the Staff list for a company depends on a setting in your Association Settings. There's also a second setting to allow staff members with management access to move staff to another parent company.
If you do not see the staff member listed on the company's Staff tab, click the link to Show Related Contacts (see image below).
