Using the "Can Manage Organization" Relationship Setting

When an individual to organization relationship is created, the option Can Manage Organization for that relationship is available. This setting allows the individual holding this relationship to manage data for their related organization wherever they have access to do so.

This can include:

• Accessing and updating their "My Organizations" page.

• Using the My Managed Organizations web page.

Accessing the "My Organizations" Page

When a non-staff user with the ability to manage a related organization navigates to their My Profile page > Organizations tab, they will see the Manage button next to that organization.

Clicking the Manage button allows the non-staff user access to the My Organization page, where they can:

• Update organization information, including contact information
• View categories, aliases, services, licenses, and NAICS codes set for their organization
• See PAC settings and view organization awards and chapters
• Add, manage, and end relationships with individuals connected to their organization
• See organization purchase records and access any documents uploaded to the organization record

The My Managed Organizations Web Page

For clients using the My Managed Organizations content on a web page, the Can Manage Organization setting also determines whether a non-staff user has the permission to view content on this page as well as add and manage individuals and purchase memberships for individuals.