Managing Corporate Memberships
Note: The X-CD terminology 'Company' or 'Companies' correlates to an organization(s) and Corporate Membership is used to identify an organization with a membership that is tied to a business entity. Your system may use slightly different terminology ...
About Corporate Memberships
Corporate Membership is defined as membership types that belong to an organization. The organization will designate one or more admin contacts for the Company who will have the access to manage the company profile information, company employee ...
Corporate Membership Reports
To download Corporate Membership data there are a variety of reports and graphs within the Corporate Membership module available. To pull Corporate Membership Financial data, use the Overall Financial Reporting section to reconcile Corporate ...
Manage a Company
Finding the Companies Click Dashboard Click Companies Module from the left-hand menu Click the row of the company you'd like to manage. Managing a Company Please navigate to the company first The first page loaded is the company profile here you can ...
How to Add A Company
Click Dashboard Click Companies Module in left-side menu Click Add New Company in the horizontal menu Complete the required fields(*) related to adding the company Scroll down, click Add Company button to save To allocate a Corporate Membership to ...