Once a relationship has been created, limited fields can also be edited in eWeb.
- Log-in to your eWeb site.
- Click the My Information link in the left navigation bar.
- Click the hyperlinked name of your organization listed in the Organization Information of your My Information page. This will open the My Organization page.
- Click the Manage Org Individuals link located near the top of the My Organization page.
- After conducting your search by clicking the Search button, or browsing the default list(s), click on the hyperlinked name of the individual you wish to add a relationship to. This will take you to the Individual Information page for that person.
- Click the Edit
icon next to the relationship
you wish to edit, located in the Relationship(s)
to Organization section of their profile page.
This will open the Organization Individual Search page. From this page you can add a new individual, edit existing individuals, or search for individuals within your organization.
You may either search for individuals that meet certain criteria by using the Individual’s Search feature, or you can choose them from the Search Results / Request Individual Removal list that displays individuals who have this organization as their primary organization by default. Individuals that already have some relationship/role with the organization are also displayed in the Search Results / Related Individuals table. You may edit that relationship if you choose by clicking on the individual(s) displayed.
This will open the New Relationship page. This page displays the relationship information and allows you to edit only the Start Date and End Date fields.
To immediately expire a relationship, set the End Date field to a date that has already passed.