To link an Organisation to a Main Person or an Additional Person:
- Click on the Edit button which is found on the orange Organisations bar located on the Person’s Profile page.
- Use the Search function to find your Organisation.
- Select the appropriate Organisation (if you cannot find the Organisation and no Organisations are listed from the search an option will appear allowing you to add the Organisation before then allowing you to link the Person).
- Then Select the relationship that the person has with the Organisation from the drop menu.
- Optionally Add a Reference (if appropriate)
- Click the Add hyperlink and you will see the Organisation appear in the Person Organisation pane at the top of the screen (note you can only have one Organisation Relationship recorded with an Organisation for a person).
- Click the Return button to return to the Person profile page.
If you click on the Organisation, when you have completed a search, you will be taken to the actual Organisation Profile screen. From this screen the user can edit, view linked people and view the full profile of the Organisation.
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