Permissions


 

Invite Staff Member from Another Organization

 

Overview

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.

 

Instructions

  1. Navigate to Security > Security Center
    civicrec_security_security_center.jpg
  2. Click Invite staff member from another organization 
    invite.png
  3. Enter the email address in the Email text box
    invite_staff_member_from_another_organization_email.jpg
  4. Click Send Invitation Link
    invite_staff_member_from_another_organization_send_invitation_link.jpg

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.




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