Allowing Non-Staff to Link to an Organization

Non-staff users can be given permission to, from their My Profile page > Organizations tab, link themselves to an existing organization and/or add a new organization to the database. 

By default, this configuration is disabled. Two settings in the Configurations App > Settings > Data Entry enable it: Self Link End Date All Previous Orgs and Self Link Org Search Method.

To enable non-staff to link themselves to an organization outside of the signup process:

  1. Navigate to the Configurations App > Settings > Data Entry section. (See also, Data Entry Configuration Settings.)

  2. Locate the Self Link Org Search Method. There are three settings:

    • None:  (Default) Indicates that the setting is disabled.
    • Allow Full Search:  Allows non-staff to search from all organizations in the system. (Relationships created via this setting will be assigned the default relationships set in the Default Individual Organization Relationship and Default Individual Organization Reciprocal Relationship configuration settings.)
    • Use Signup Settings:  The system will use signup settings when returning options to non-staff as they’re searching for the organization to which they should link themselves. (Relationships created via this setting are assigned the default relationships set in the Signup Org to Ind Relationship if no Domain Match and Signup Ind to Org Relationship if no Domain Match configuration settings.)
  3. To enable, change Self Link Org Search Method to Allow Full Search or Use Signup Settings, as appropriate.
  4. Click Save.

Once enabled, non-staff users who log in and access the My Profile > Organizations tab will see the Link Me to an Organization button. This opens the Link to Organization window, allow users to search for their desired org.

Non-Staff Management of Added Relationships

Once a non-staff user has linked themselves to an organization using the method described above, they can manage certain aspects of their relationship information.

On the My Profile page > Organizations tab, in the list of organizations, non-staff will see an Edit button in the Relationship Start Date column. Clicking Edit allows them to set that organization as primary and manage their relationship start and end dates.

Automatically Ending Previous Relationships

If non-staff linking is enabled, when a non-staff user links themselves to an organization, the system can be set to automatically end-date their existing relationships with other organizations. This is useful in preventing a user from creating relationships with more than one organization, if such should not be permitted.

The Self Link End Date All Previous Orgs configuration setting, when enabled, automatically ends all other organization relationships when a customer links themselves to an organization.  For example, if Customer A has a relationship with Organization 1 and Organization 2 and links herself to Organization 3, her relationships to Org 1 and 2 are automatically ended.

Staff with access to the Configurations App can find the Self Link End Date All Previous Orgs option under Settings.