Company constituents can have a portal account created to manage the company account including memberships, invoices, event purchases and all of the other features you have made available on the portal. Individual constituents who are listed as the Primary 1 or Primary 2 company contact for a company will also be able to access the company account.
If you wish there to be two portal accounts, one for the company and one for the individual constituent, each must have a unique email address. In the example below, Jones & Associates has a company login for the portal with a main company email and Brad Jones, the Primary 1 company contact for Jones & Associates, also has a login to the portal.
If the company and individual share the same email address, it is recommended that the individual create a portal account using their name and email. Ensure that individual is identified as the Primary 1 or Primary 2 contact for the company, and the individual will be able to manage their own account as well as the company account.
Because Brad Jones is the primary contact for his company, Jones & Associations, when Brad logs into the portal he will see an option to login to his personal account or login to manage the company account.
If a Company type portal account was created, and the email address associated with that company is used to login, they will proceed directly to the company information. This type of login is useful if individuals do not need to manage their personal accounts, for example registering for events, accessing personal documents, or logging their volunteer time. The company login can be shared with anyone within their company to manage the company account.
This feature allows more flexibility to access company record information and be able to manage company accounts. You can always restrict who has access to a company account by removing the Primary 1 or Primary 2 checkmarks from the company contacts list in the company's record.
