Contacts and Staff
- Annick Chiasson
- Melanie Bujold
- Gilles Taillon
- Kim Thomas
Note: Only branches have access to the Contacts and Staff menu in Organization.
In this menu, you can define mandatory contacts for your sub-organizations, and change the name or status (active or inactive) of contact types.
In the Settings menu, go to Organizations, then click on Contacts and Staff.
You will then be presented with two tabs, depending on what you wish to configure.
Contact and staff settings
In the Contact and Staff settings tab, click on Modify on the right.
Select the required staff roles for your sub-organizations from the drop-down menu.
Indicate whether the organization's contact must have a previously created member profile.
Click on Save
Contact Types
In the Contact Types tab, click on Add on the right.
Complete the required fields and click on Add.
To change the name or status (active/inactive) of a contact type, select the corresponding line.
In the right-hand side panel, click on the blue pencil to make the changes.
To delete a contact type, use the"Action" button and select"Delete".