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
    security_center.png
  2. Click Invite staff member from another organization 
    invite.png
  3. Enter the email address in the Email text box
    email_address.png
  4. Click Send Invitation Link
    send_invitation_link.png

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.




I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback