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Manage Organization Relationships

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Manage Organization Relationships
360022517794-Manage-Organization-Relationships
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An Administrator can create and manage the parent/child organization relationship. This feature is used for various reasons with one being the ability to pay to the parent organization.

1. On the Admin Tab, go to Organization Management > Manage Organization Relationships

2. Search for the organization that will be a parent:

3. Search for organizations to add to the parent:

 

3. Click the check box for the relevant organizations, then click Save

4. The parent/child relationship has now been established.

Within the organization record of the parent record, the associated children records are displayed:

Within the organization record of the child record, the associated parent record is displayed:


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