Manage the Primary Affiliation of an Account
Staff can set an affiliation to be primary to designate that information should flow from a parent to a child account. An account can be affiliated to many accounts, but can only have one primary affiliation. The primary affiliation represents an individual's relationship to the company from which information flows down. Staff and constituents can view the constituent's primary affiliation and change is at any time, and the previously primary affiliation will be updated to no longer be primary, ensuring the individual is only primarily associated to one company.
The name of the parent company account displays in Primary Affiliation
on the individual or company location account.
- From an account, in
Primary Affiliation
, enter the name of the name of the company account you want to be primarily affiliated to this one, click , and select the account. Click Save.
- When
Primary Affiliation
is blank,Primary Affiliation
is selected on any active affiliation to the company or a new affiliation is created withPrimary Affiliation
selected. - When changing
Primary Affiliation
to a new company, affiliation on the newly addedPrimary Affiliation
is selected andPrimary Affiliation
on the previously primary affiliation is deselected. - When removing the value in
Primary Affiliation
,Primary Affiliation
on the previously primary affiliation is deselected.
- When