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 Member (i.e. Company)
Update Contact Info
Review User Account
>> This help article will walk you through the 3 steps: Changing a Person's Parent Member
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.
If individuals are allowed to change their parent on your site, and the setting to Email users with management access when a new user is associated with their Company is turned on, an email will be sent to the applicable family member(s). On the admin side, this change would be visible in the Audit Log of the member's record.