Adding a new organization
In order to add a new organization you should click on the link: "Add organization", type the name and URL of the organization, click on the button below as requested:
- Record: creates the record for the new organization and redirects to the results table.
- Record, then Create New: creates the record for the new organization and goes back to the same empty form.
- Record, then Create Similar: creates the record for the new organization and goes back to the same form filled up with the data just added.
Editing an organization and reviewing its members
Going to the edit form of the organization, either by clicking on its name or on the "Edit" icon at the results table, you could perform two main actions: 1) edit the organization information itself and 2) review the list of users that either has been postulated by theirself to be members of the organization or has been added directly by an authorized user ( an administrator ). From this list you could accept new users to be members of the organization, in order to do this you should notice the content of the "Accepted" column for each user. Those users that has a red bullet are still on status "Pending to be accepted" and those with a green check sign are now accepted members of the organization and its name is visible on the user’s profile. This status could be toggled by clicking on the described icons.
Adding users to an organization
The action of adding users to an organization must be performed from the user profile form of each particular user. To do that, you should select the wished organization at the dropdown select menu that appears in the section "Identity". From the same view you could associate the user with several organizations in one step by clicking on the green plus sign. Doing this will create a new dropdown select menu each time until the number of available organizations be reached. Do not forget to click on the "Save changes !" button below.
A regular user could associate himself with one or several organizations by following the process described above from his profile edition form, his associations will be marked as "Pending to be accepted" for default, and will have to wait until an administrator performs the accepting action. If the user that is performing the association from the another user profile form ( or from his own ) is an administrator, then the associations will be marked as "Accepted" by default, and the user will be member of the organization in just one step. The red bubble and check sign icons will work exactly as described above.
In order to fully delete the association between an user and any organization, you just have to select the option "None" at the corresponding dropdown select menu and click on "Save changes !".
At the moment that an user is accepted in at least one organization, the information of all those where he has been accepted will be shown on his public user profile as followed:
Created by • Last edit by on Oct 05, 2015