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Legislation and Policy Builder
Policy Administrator: Organize Policy Versions for Collaboration
Enabling your policy drafting groups to collaborate with you
Relationships
What are Relationships in Engagifii?
Relationship Module Settings
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Groups
Committees
Revenue
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Invoices
Capitol Reports
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Settings & Configuration
General Settings
Relationships
Revenue
Understanding Workflows
Organization Field Change Approvals
People Field Change Approvals
Definitions
Website
Back to home
Help Center
Relationships
Engagifii Best Practices
Tips
Accreditation & Training
Settings
Awards
Courses
Classes
Online Learning Integrations
Communications
Engagifii YouTube
Events
Event Settings
GeoConnect
Legislation
Settings and Configuration
Finding, Tracking, and Assigning Bills
Bill Tracking for Lobbyists
Committee Calendar and Meetings
Public Officials
Reporting
Staff Analysis and Comparing Bills
Legislation and Policy Builder
Policy Administrator: Organize Policy Versions for Collaboration
Enabling your policy drafting groups to collaborate with you
Relationships
What are Relationships in Engagifii?
Relationship Module Settings
People
Organizations
Groups
Committees
Revenue
Credit Notes
Financial Reports
Invoices
Capitol Reports
Release Notes
2024 Release Notes
2023 Release Notes
2022 Release Notes
2021 Release Notes
2020 Release Notes
Settings & Configuration
General Settings
Relationships
Revenue
Understanding Workflows
Organization Field Change Approvals
People Field Change Approvals
Definitions
Website
Relationships
In this section, discover how to manage the people, organizations, groups and committees that are on your workspace.
Understanding the Relationships Module
Understanding Smart Dropdowns
Creating Tags
Relationships Module Glossary
Last Updated Report
What are Relationships in Engagifii?
Roles and Permissions Overview
Relationship Module Settings
Add Roles and set Permissions
Rearranging Profile Tabs
Updating the Name Format
Viewing and Changing Column Order
People
Adding a person to the database
Adding a person without an email address
Adding an Instructor to the Engagifii Workspace
Change Password
Deactivate or Delete a Person
Engagifii Profile Statuses
Forgot Password
Tracking position history over time
Navigating Person Profile Record
People Search
View People List
Associated Items
Export People
Setting a Billing Contact
Understanding Personas, Person Types, Departments, Positions, and Titles
Exporting All Fields on Person to an Excel File
Can people be in multiple organizations, departments and positions?
Changing Person Types & Personas
How can I keep track of member interactions?
Enabling Terms for Elected and Appointed People
See more
Organizations
Navigating the Organization Profile Page
Create a new Organization
Exporting Organizations
How to add or remove a person from an organization
Nesting Organizations
How can I keep track of interactions with Organizations?
See more
Groups
How do I create and manage a group?
How to Export Members from Groups
Committees
Creating and editing Committees
