Add a company coordinator to a local company

1. From the top of an Administrator page, click Fundraising > TeamRaiser.

2. On the TeamRaisers list page, click Manage from the Action column of the appropriate event.

3. Click the Local Companies tab.

4. From the Local Companies list page, click Edit.from the Action column of the company.

5. Click the Identify Company Coordinator task.

6. On the Identify Coordinator page, if the coordinator:

   • Exists and some information needs to be modified:

     1. Enter the information and click Next.

     2. On the Resolve page, click Select and then click Next.

   • Is new to the site and may not have a constituent record:

     1. Enter information for the new constituent and click Next.

Note: All company coordinators assigned to a company automatically become organization contacts and will only be able to view the company information for which they are assigned. They will not be able to view company information for companies below theirs in the hierarchy. To view the contacts associated with an organization, refer to the Assign Contacts to Organizations help topic.