How to add or remove a person to an organization

  1. 1. Click on Relationships

    Click on Relationships
  2. 2. Click on People

    Click on People
  3. 3. Click on All People

    Click on All People
  4. 4. Click on the person you wish to manage within an organization

    Click on the person you wish to manage within an organization
  5. 5. Click on Edit

    Click on Edit
  6. 6. Click on Search Organization(s)

    Click on Search Organization(s)
  7. 7. Type the organization's name you wish this person to be added

    Type the organization's name you wish this person to be added
  8. 8. Check the designated organization

    Check the designated organization
  9. 9. Click on Save

    Click on Save