How to Update Your Organization’s Lines of Business · How to Update Your Organization’s Lines...

Post on 26-Jul-2020

0 views 0 download

Transcript of How to Update Your Organization’s Lines of Business · How to Update Your Organization’s Lines...

HowtoUpdateYourOrganization’sLinesofBusiness Page1of3

QuickReferenceGuide

HowtoUpdateYourOrganization’sLinesofBusiness(viatheCalFlowersMembers’OnlySite)

Step1AfterloggingintotheCalFlowersMembers’OnlySite,you’llautomaticallybetakentotheMembersLandingPage.Ifnot,gototheMembersLandingPagefromtheHomeoptiononthemainnavigationmenu.Thenclickon“UpdateYourProfile”asshownhere.ThiswilltakeyoutoyourIndividualProfilepage.Note:Onlythoseindividualslistedaskeycontactsforyourorganizationwillbeabletoupdateyourorganization’sprofile.Ifyouareunsurewhetheryouareakeycontact,orifyouneedtoknowwhoyourorganization’skeycontactsare,pleasecontactLindaLong,MembershipServicesManager,at(831)479-4912orviae-mailatlinda@cafgs.org.Step2

FromyourIndividualProfilepage(shownhere),clickonyourorganization’snametogettoyourOrganizationalProfilepage.

HowtoUpdateYourOrganization’sLinesofBusiness Page2of3

Step3TheLinesofBusinesscurrentlysavedinyourOrganizationalProfilewillbeshownhere.ToedittheLinesofBusiness,clickonthe“Edit”button.Step4AToadd/removeLinesofBusiness,simplyclickonthecheckboxnexttotheappropriateoptions(s).Selectasmanythatapplytoyourorganization.Step4BClickthegreen“Save”buttontosaveyourchangestoyourOrganizationalProfile.

HowtoUpdateYourOrganization’sLinesofBusiness Page3of3

Step5

Congratulations!YouhavesuccessfullyupdatedtheLinesofBusinessforyourorganization.TologoutoftheCalFlowersMembers’Onlysite,simplyclickonthe“MemberLogout”buttoninthetoprightcornerofthepage.Ifyouhaveanyquestionsorrunintoanyissues,pleasecontactLindaLong,MembershipServicesManager,at(831)479-4912orviae-mailatlinda@cafgs.org.