Adding affiliates to organizations

Before affiliating or adding a person to an organization, make sure they are already registered in Helpful Village. If they are not, follow our guide:

How to Add a Person

Steps to Add an Affiliate

1. Log in to your Helpful Village account.
2. From the main menu, select Admin.
3. Under Admin, select Service Management.
4. Open Organizational Management.
5. Select the organization to which you want to add the affiliate.
6. Click Add an Affiliate.

7. Search for the person by name.

• Enter the name of the person you want to add in the search bar.
• Select the correct person from the search results.

8. Add a title or role.

• Enter the person's title or role within the organization.
• Click Save to complete the affiliation.

Additional Tips

• Make sure the person's name is spelled correctly to avoid duplicate or incorrect search results.
• Review the list of existing affiliates before adding someone to make sure they are not already affiliated with the organization.
• If you encounter any issues during the process, please contact the Helpful Village Support Team.