How to Unlink or Edit a Person's Company?

How to Unlink or Edit a Person's Company?

  1. Click Dashboard
  2. Click Contacts Module
  3. In the Search field, enter the first few letters of the first or last name to display a list of matches.
  4. Click Manage button for the name of the person to update
  5. Scroll down and locate on the far right side of the screen the Company Affliation section
    • Click Remove Affiliation to unlink a person to a company
    • Click Make Admin to add the person as a company admin
    • Click Change Company dropdown and select a new company to link the person to
      • If you wish to make the person an admin, click Make Admin checkbox
      • Click Add Affiliation
  6. Click Update Profile button

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