Adding affiliates to organizations

Steps to Add Affiliates to Organizations

* Before affiliating or adding a person to an organization, ensure they are registered in Helpful Village by following these instructions: How to Add a Person.

1. Log in to your Helpful Village account.

2. Navigate to Admin on the Main Menu

3. From the Admin menu, select Service Management.

4. Open Organizational Management

5. Choose the Organization

6. Add an Affiliate

7. Search the person by Name

• Enter the name of the affiliate you want to add in the search bar.

• Select the correct affiliate from the search results.

8. Add Title

• Assign a title or role to the affiliate within the organization.

• Save the changes to finalize the addition.

Additional Tips

• Ensure the affiliate’s name is spelled correctly to avoid duplicates or errors during the search.

• Review the list of existing affiliates before adding a new one to ensure they are not already listed.

• Contact support if you encounter any issues during the process.