Service Provider FAQ

How to log in to the organization (company) record

How to manage or add in schedulers

How to post on the Opportunity Board

 

How to log in to the organization (company) record

When logging in to renew the company membership or manage organization contacts, you must be logged in to the organization record.  Upon your initial login, you may be prompted with the option below.  Be sure that the company is selected before clicking 'Continue.'


Another way to do this from your Individual record profile, is to select the highlighted link below on your individual Member Profile.

 

How to manage or add in new schedulers

Make sure you've logged in to your Organization record. From the Member Profile, select the Manage Organization Contacts link. Only individuals with organization roles designated as Primary Scheduler, Primary Contact, or Account Management will have this link as an option.


On the next page, you will see a list of everyone tied to your membership record.  From here, the links to Add a Contact, Edit, and Change Relationship are shown below.


 

 

How to post on the Opportunity Board

Begin in the Service Provider Tool Box and select the Opportunity Board.  On this page you will see previous listings that you have posted. Use the Post New Opportunity link to share a new assignment.



Create a post that shows in multiple areas by adding more than one postal code to the listing.