The Goal: Enable a member to view and update their related organization (Related Businesses) information directly from the Info Hub.
Before You Begin:
- To update Related Businesses, the member must have at a minimum Edit rights to Related Contact Info. See Setup Info Hub Access for details on access levels.
- To add new organization information, the member must have Create privileges.
Step-by-Step Instructions
A member may update related organization information via the Info Hub.
| NOTE: In order for a member to update Related Businesses, they must have at a minimum Edit rights to Related Contact Info. See Setup Info Hub Access for details on access levels.. |
- Click My Info in the left-hand rail.
- Click the Related Businesses tab.
- To add a business logo, click the pencil icon next to the organization name. The pencil icon will appear when you dwell over the gray circle.
- Contact information: Click the
icon to add additional organization information. NOTE: You must have Create privileges to add new information.
OR - Click the
to edit existing information.
- Custom Fields: Any of the custom fields you have (a) created for your organizations and (b) chosen to display in the Info Hub will be visible. If the custom fields have been set as read/write, the member will be able to change these fields.
- Click Save if changes have been made.
Common Pitfalls
- Insufficient access rights: If the member cannot edit or add Related Businesses information, confirm they have at least Edit rights to Related Contact Info (and Create privileges to add new entries) in their Info Hub login settings.