This page explains how to link an individual record to an organization in ALTA's system by adding a relationship. It is intended for admins and staff who manage individual accounts and need to associate members with the correct organization.
2. Select Add New Relationship to an Organization, and enter the ALTA ID of the organization this individual should be associated with where it states Relate to Organization. Select which relationship under the Relationship tab this individual should have and press Save
3. You will now see this individual has a new relationship with the organization they requested
Made with DASH A.i.Follow the three steps below to create a relationship between an individual and an organization. This process connects the individual's record to the correct organization using their ALTA ID and assigns them the appropriate relationship type.
Before starting, have the organization's ALTA ID on hand. The system requires this ID in the "Relate to Organization" field — searching by name alone will not work.
Double-check the Relationship type selected before pressing Save. Choosing the wrong relationship type (e.g., Member vs. Staff) can affect the individual's access and reporting. If you are unsure which type to apply, confirm with your manager before saving.
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