How to Access an Organization Record

Similar to Contacts, every Organization in Member365 will have a corresponding Organization Record. From an Organization Record, you can view and edit its details, while also having access to its lists of Related Contacts, Roles, and Employee Accounts.

There are two easy ways to access an Organization Record.


Method 1: Through the Organization Management List



1. From the Member365 Administrator Dashboard, hover over "Organizations," then click on "View Organizations."



2. You will see a list of the Organizations that populate your system. Locate the Organization you wish to view; use the search bar to filter the results if necessary.

Image showing an example of using the search bar to filter results in the Organization Management list.

3. Click the Organization’s name, or the eye icon next to its name to view the Organization Record.

Image indicating the Organization Name, and the eye icon, which can both be clicked to view the Organization Record.

Method 2: Through a Contact Record

1. Visit the Contact Record of a Contact who is part of the Organization you wish to view.

2. Click the ‘Organization’ link on the left side of the page to access the Organization Record.

Image showing the 'Organization' button on a Contact Record.

Congratulations, you now know how to access an Organization Record!

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