Add Members to an Organization

Premium Feature Contacts procedure

Organization membership identifies you as belonging to an organization with an Accepted status and the organization role of Recipient, Publisher, or Administrator. If your membership has not been accepted in an organization, you may be able to see some basic information about the organization, but you will not receive Ad Hoc Alerts from the organization.

You can belong to one or more organizations. Your role within an organization determines what information you can access about the organization, its members, and its Ad Hoc Alerts. See Organization Roles.

To add members to an organization

  1. Access Contacts.

  2. Click the Organizations tab.

  3. Select the organization.

  4. On the panel, click Members. Click + Add Accounts.

  5. On the Add Accounts to Organization page, use the filter and search to locate the accounts you want to add to the organization, and then click Apply.

    Use the Advanced Search filter to quickly find accounts. See Advanced Search.

  6. Select the checkbox next to the accounts.

  7. Click Add. The member accounts are added to the organization.