After a partner is created, administrators can add contacts to the partner so that the main point of contact’s information is easily accessible from within Pathways. Updating contacts within Pathways ensures that your partner’s point of contact is always up to date.
Role Needed: Development Coordinator
To Add a Contact to a Partner:
- Navigate to Partners in the left sidebar menu.
- Select the Partner you wish to add a contact to.
- Select Add Contact.
- Enter the required fields.
- After reviewing your information, select Save.
Once a contact has been added to a partner, users can access the contact’s information by selecting the partner. If you need to edit or delete a contact, select the Edit or Delete icon in the row of the contact you wish to act on.