HandsOn Connect DocumentationAdvanced System Administrator Guide Enabling Advanced FeaturesEnabling ability for one contact to serve as partner staff for multiple organizations (3.0 Only)

Enabling ability for one contact to serve as partner staff for multiple organizations (3.0 Only)

HOC 3.0 supports the abiity to have one contact serve as partner staff for multiple organizations.  Before you can use this ability, the System Administrator needs to perform the following speed up to their system.

Speed up steps to enable managing multiple organizations:

1. Go to Setup / Account Settings and check the box “Allow users to relate a contact to multiple accounts”.  

This may take a while depending on how many accounts you have.  Keep the default settings that are established:

 

2. Go to setup / Account Contact Relationships  (which will appear after step 1 is complete) / Fields  (you may have to refresh the page to have this new section of setup appear).

Add a new custom field to the object:  

  • Data type = picklist
  • Field Label = HOC Access
  • Choose "Enter values, with each value separated by a new line"
  • Create one picklist value (for now)  “Partner Staff”
  • Set Picklist Options to "Restrict picklist to the values defined in the value set" as True
  • Make the field visible by System Admin profile and Staff profile
  • Make it available on all page layouts.
  • Save

 

3. Update NonProfit Account Page Layouts in Use

  • Add the Related Contacts related list to the nonprofit account page layouts in use.  It should be added as the first related list on the layout.  
    • Set the fields in the related list as shown here:Update NonProfit Account Page Layouts in Use
    • Add the Related Contacts related list to the nonprofit account page layouts in use.  It should be added as the first related list on the layout.  
    • Set the fields in the related list as shown here:

Note:  The field "organization Name" might appear as "Account Name" in your instance of SF.

You can optionally also add the field "Roles" - if you wish to use the Roles field to keep track of the roles a contact has with different organizations.   (The Roles field can be customized with a picklist of your choice).  This is not necessary however for using this list for the purposes of granting a contact partner staff access to multiple organizations.

4. Remove the Contacts related list from the page layout

5. Update Contact Page Layouts in use:

  • Update the contact page layout(s) in use by your organization, by adding the “Related Organizations” related list.  Make it the first related list on the page layout.   Set up the visible fields as shown below:  

The "Direct" checkbox indicates that this contact has this organization as their main organization.  This will be the organization they originally had partner staff access for.  

See this post for details on how to add additional organizations for a contact to manage.

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