Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Linking a Registered Organization to an Existing Organization for OAC

Connecting a Registered Organization to an existing organization is very easy. When you click on the "Connect" button within the registration, the window for creating a new record/linking to an existing record will pop up. At the top of that window, the "Organization Name" text box is free-text, so if you know for example that the organization name was misspelled, etc. you can type in the correct name in that box. Any matching, existing organization records will appear under the "Matches" section; if you would like to link the Registered Organization to an existing organization found in the "Matches" section, simply click on the "Connect" button next to the organization name (see also the screenshot below).

Image Added

Linking a Registered Organization to an Existing Organization for PERC

The process for connecting PERC registered organizations to existing organizations is exactly the same as for OAC; see the section and screenshot immediately above this for the steps on how to do so.