This tool links an account with multiple departments in CivicRec and grants users the ability to switch between departments. You just have to enter the email address of a staff member at another department who wishes to link their account with this department.
Once they confirm via email, they will show up as a public user in this department, and you will be able to go to their profile and grant them staff permissions.
If you have multiple accounts, you can set up a dual access administrative account that can access all your accounts.
- Navigate to Security > Security Center
- Click Invite staff member from another organization
- Enter the email address in the Email text box
- Click Send Invitation Link
Once the invited user confirms via email, they will show up as a Public User in this department and you will be able to go to their profile and grant them staff permissions.