The Invite a Staff Member from Another Organization 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
- Navigate to Security > Security Center
- Scroll down and click Invite staff member from another organization
- Enter the staff member's 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
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