Creating an Organization Account in Sportsman Web
Like patron accounts, you can create an account for a business or organization you work with.
In Sportsman Web click the "Action" tab, then "Lookup Individual". On the "Find Individual" window click the [+ New] button to create a new account. Reference Image 1
While creating a new account, there is a checkbox you can toggle called "Organization Account". If the account you are creating is for a business or organization, check this box. Reference Image 2
Enter the organization's name and the main contact's information.
[Save] to finish creating the organization account.
To change an existing patron account to an organization account, check the box "This Group is an Organization" and enter the Organization Name.
Reference Image 3
Managing Organization Accounts
To find an organization, use the same "Lookup Individual" function you use to search for patron accounts. You can search for a contact at the organization, or change your "Search By" filter to "Organization" and search for the organization's name. Reference Image 1
The "Group Members" section is used to manage contacts for this business or organization. Reference Image 2
You can [Add] a new contact or link an existing contact to this organization using the [Add Existing] button.