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Watch: Create an Access Group

Delete an Organization:

  1. In the navigation sidebar, click Organizations
  2. Scroll, search or filter to find the organization you want to delete
  3. Click the three-dot settings menu next to the organization name
  4. Select Delete
Delete an Organization:2025-08-29T15:41:58+00:00

Review Organization Activity Timeline:

To review actions taken by your Organization’s members, see their individual Activity Log using the steps in Review Contact Activity Log.
For a timeline of changes to an organization, follow the steps below:

 

  1. In the navigation sidebar, click Organizations
  2. Scroll, search or filter to find the organization you want to review
  3. Select the organization to open the preview panel*
  4. In the preview panel on the right, click View Details 
  5. Select the Timeline tab to review its change history  

 

 


*Shortcut: Click directly on the organization name to access their full details.

Review Organization Activity Timeline:2025-08-29T15:41:05+00:00

Add an Organization Logo and Banner:

  1. In the navigation sidebar, click Organizations
  2. Scroll, search or filter to find the organization you want to update
  3. Select the organization to open the preview panel*
  4. In the preview panel on the right, click View Details 
  5. Select the Images tab
  6. Click the edit icon ✏️ in the toolbar
  7. Click the Upload image prompts for Logo and Banner to drag and drop or select an image from your local drive 
  8. Click Upload
  9. Click the save icon 💾 in the toolbar to confirm

 

 


*Shortcut: Click directly on the organization name to access their full details.

Add an Organization Logo and Banner:2025-08-29T10:51:27+00:00

Add Contacts to Organization:

To create a new contact to add to an Organization, see Create a New Contact.
To add an existing contact to an Organization, follow the steps below.

 

  1. In the navigation sidebar, go to Contacts > All Contacts
  2. Scroll, search, or filter to find the relevant contact
  3. Select the contact to open a preview*
  4. In the preview panel on the right, click View Details
  5. In the Overview tab, click the edit icon ✏️
  6. Scroll down to Business > Organization
  7. Choose from the dropdown list of Organizations, then click the save icon  💾 

 

 


*Shortcut: Click directly on contact names to access their full details.

Add Contacts to Organization:2025-08-29T10:50:19+00:00

Review and Edit Organization Overview and Financial Details:

  1. In the navigation sidebar, click Organizations
  2. Scroll, search or filter to find the organization you want to review
  3. Select the organization to open the preview panel*
  4. In the preview panel on the right, click View Details 
  5. Click the edit icon ✏️ in the toolbar to add and change details directly, then click the save icon 💾 to confirm

 

 


*Shortcut: Click directly on the organization name to access their full details.

Review and Edit Organization Overview and Financial Details:2025-08-29T09:33:38+00:00
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