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Managing an Organization's Information Online

Once Online Organization Management has been set up and the Web Site Wizard has been run, the Primary Contact person of an organization can log in to the eWeb site to view and edit the organization's information.

An individual notset as primary contact—but who has a relationship with the organization such as a President or Board Member—can be granted Organization Management Permissions to edit the organization's information online. Such individuals should use the same instructions as a primary contact would, which are described below.

Accessing Organization Information in eWeb

  1. Navigate to your eWeb site and log in.

  2. Click the My Information tab in the left navigation menu. The My Information screen will load.

  3. Locate the Linked Organizations Information section. All organizations for which you are a primary contact are listed. Click the linked organization name. The Organization Information screen will appear.

For primary contacts of an organization, there are many changes possible from the Organization Information screen. You have the option to manage:

  • Profile Information: Edit profile information, social information, and manage organization individuals.
  • Primary Contact Information: View the primary contact information. You may request removal of your primary contact status in this section.
  • Parent Organization Information: View parent organization information.
  • Departments: Departments that have been added to the organization are listed here.

Updating Organization Profile Information in eWeb

On the Organization Information screen, the Profile Information section displays the most current contact information for the organization. You may e-mail the organization by clicking the linked e-mail address, or navigate to the Web site by clicking the linked Web site address.

In the Profile Information section you also have the option to:

  • Edit Information: Edit organization information, including name, address, and contact information.
  • Social Information: Add and edit social network handles for sites such as Facebook, Twitter, Linkedin, and Google+.
  • Manage Org Individuals: Search for individuals related to the organization. You may also enter a new individual with a relationship to the organization from this screen.

Editing Organization Information

  1. On the Organization Information screen, click the Edit Information link.

  1. The Edit Organization Information form will appear. In this screen you may update basic, business address, and contact information for the organization in the following sections:

    • Organization Information: Update the organization name, enter an acronym, or select an organization type. You may also opt not to publish organization information online by clicking the Do Not Publish Info Online check box.

    • Business Address Information: Enter or update the department name and business address. You may also set the business address as primary by clicking the Is Primary Address check box. To display the address in the eWeb directory, click the Show in Directory check box.
    • Contact Information: Update phone, Web site, and e-mail data. Set the phone number as primary for the organization, if desired, by clicking the Primary check box.

  2. Click Save Organization to preserve changes.

Updating Organization Social Information

  1. On the Organization Information screen, click the Social Information link.

  1. The Edit Social Information form will appear. Enter social information for the desired social Web sites. Click the share posts button next to the Facebook orTwitter fields to share posts with Facebook or Twitter.

You can specify what social network sites appear in the Edit Social Information form. See Collecting Social Network Information from New Visitors for more information.

  1. Click Update Social Information to preserve changes.

Managing Organization Individuals

  1. On the Organization Information screen, click the Manage Org Individuals link.

  1. The Organization Individual Search form will appear. View profile information on this screen, add, and search for individuals.

  • Profile Information: This section displays the organization's contact information. To add an individual, click the Add Individual link above the profile information section to open and complete the Add Individual Information form.

  • Individual's Search: Search for individuals related to the organization using this form. Search by first name, last name, city, state, postal code, country, and e-mail address.Individuals who have specified that the organization is their primary will appear under the Search Results / Request Individual Removal section. Individuals who have other types of relationship will appear under the Search Results / Related Individuals section.

  • Search Results / Request Individual Removal: This list contains individuals for whom the selected organization is primary. Click on any individual's name to view that person's profile page. To remove an individual, click the check box next to that individual's name and click Submit List for Removal. Allow up to 24 hours for the individual to be removed.

  • Search Results / Related Individuals: This list contains individuals who have not listed the selected organization as their primary but have another type of relationship with the organization. Click on any individual's name to view that person's profile page. Keep in mind that when the End Date of the individual's relationship with the organization has passed, it will no longer appear in the list.

Using the Web Site Editor, you can specify what information is collected (and ultimately displayed here) when a new visitor registers on eWeb. For more information, see: Enabling New Visitor Registration.

See also:

Adding an Individual's Relationship to an Organization Using eWeb

Linking Individuals to a Department in eWeb

Viewing Organization Primary Contact Information in eWeb

On the Organization Information screen, the name and contact information of the primary contact are displayed in the Primary Contact Information section. Click the linked contact name to navigate to their profile, or click the linked e-mail address to send an e-mail. If no primary contact is displayed, see Adding a Primary Contact Online for more information on adding a primary contact.

The Request Removal link allows you to submit an e-mail request that you no longer be listed as primary contact for the organization.

See also:

Providing a Primary Contact for a Linked Organization in the Individual Directory

Viewing Parent Organization Information in eWeb

On the Organization Information screen, the name and contact information of the parent organization are visible in the Parent Organization Information section. Click the linked organization name to navigate to its profile. Click the linked e-mail address to send an e-mail.

Parent organization settings are set up in iWeb. For more information, see: Setting up a Parent Organization.

Adding and Editing Organization Departments in eWeb

On the Organization Information screen, the Departments section lists all departments currently associated with the selected organization. Use this section to Add Departments and edit existing departments.

For more information on managing departments on your eWeb site, see: Managing Departments in eWeb