Searching for Organization Employees Online
After Online Organization Management has been set up, the Web Site Wizard has been run, and the Primary Contact person logs in, the Primary Contact person will be able to the view their Primary Contact Profile information.
Note: You may also specify a related individual to an organization to manage an organization's information online, such as a President or Board Member, instead of only the Primary Contact. If you grant those Organization Management Permissions, when that person logs in, instructions for managing the organization's online work exactly as described using the Primary Contact example below. View Organization Management Permissions for more information.
(Instructions for the Primary Contact Person)
To view the list of employees for an organization:
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On the Organization Information form, click Manage Employees.
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The Organization Employees page will return a full list of the records that have designated this organization as their primary organization at the bottom of the form with all applicable details such as email address, if member benefits are received, etc.
If your organization contains several records, you may narrow your search by entering specific criteria on the form as well such as:
- First Name
- Last Name
- City
- State/Territory
- Postal Code
- Country
- E-Mail Address
You can sort the data by column by clicking on a column header and view specific details on an employee by clicking their link.