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Relationships
In this section, discover how to manage the people, organizations, groups and committees that are on your workspace.
What are Relationships in Engagifii?
Relationship Module Settings
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