Org Relationships

Org Relationships in the Marine Professionals menu opens /orgRelationships (OrgRelationshipsWidget).

The menu shows this item only when your organization role is admin, or you are a global admin. Managers and other roles do not get this row.

What the page is for

Link another organisation to a client, or to one of that client's vessels.

• The client section heading is "Organisation links (client)".
• Link org opens "Link organisation". You can turn on "Grant edit access", then Link. Success is "Organisation linked".
• Link org to vessel opens "Link organisation to vessel". Success is "Organisation linked to vessel".
• Remove organisation link removes a client link.

Select a client before linking. The empty prompt is "Select a client". A client with no vessels shows "No vessels".

Columns on the client table include Company, First, Last, Email, Vessels, and Linked Orgs.

Related

• Managing Clients
• Data Import