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Affiliation Configuration

Administrators can customize the way the affiliation roster is displayed to staff, the way information flows between affiliated accounts, and the affiliation experience in Community Hub.

Information Flow Down

When working with primary affiliations, it's important to understand how information flows from a parent (company) account to child (individual or company) accounts. Affiliations connect accounts as parents or children of each other and information flow down is used to automatically update child account information when parent account information is updated.

For example: for a trade association, membership status may automatically flow down from a member company to its affiliated individual employees and company locations. Thus, when the membership status of the parent account changes, the membership status of all affiliated child accounts change as well.

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Use an Affiliation Roster

Staff can view an affiliation roster and interact with the hierarchy to find how accounts are affiliated with one another.

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