Affiliate Account

  1. To affiliate an existing account with an organization, search for the user account in AMS and select the Manage action for the account
  2. Click the Affiliate button under Roles on the ClosedManage Account screen:

 Click the Affiliate button under Roles on the Manage Account screen

When the Affiliate button is clicked, the ClosedAdd Roles screen opens:

NOTE: The list of roles is dependent on the logged in user's role.

Add Roles Screen

Figure 9: Add Roles screen

  1. Highlight the appropriate role(s).
  2. Click the Add Role(s) button.

When the Add Role(s) button is clicked, the role is added, the account is placed in ‘Active’ status, and the Unaffiliate button Closedappears in the Roles section:

Roles Section on the Manage Account Screen

Figure 10: Roles section on the Manage Account screen