Affiliation codes come from a customizable list based on how information and Profiles should be organized. These codes can be used to create Profile lists for various things, such as committees, mailing lists, subscriptions, and more.
- Find and open the profile.
- Select Edit Profile.
- Select the Affiliation Codes tab.
- Choose from a list of codes on the left and select the arrow to add them to the right. Note that any Related Affiliation Codes tied to these selections will also be added automatically.
Anything that has an arrow next to it is an affiliation type. Selecting the arrow will drop down to all affiliation codes within that type.
- To remove an Affiliation Code, select the code on the right in the "Selected Affiliation Codes" section and select the arrow to move it back to the left in the Available list.
- Select Save Profile to update the list of Affiliation Codes.
Manage Affiliation Codes for Multiple Profiles At Once
The Profile Selector can be used to manage Affiliation Codes in bulk. Follow these steps to assign multiple profiles to one Affiliation Code.
- Select the Profile menu > Select Profiles.
- Use the Profile selector to search for the relevant Profiles.
- Use the checkboxes on the left to select Profiles, or use the top checkbox to select all.
- Select the Actions dropdown and select "Add Affiliations to Selected Profiles".
- Use the dropdown that appears to select the relevant Affiliation Code, and select Add.
To Remove Affiliation Codes in bulk, select "Remove Affiliations from Selected Profiles".
Bulk changes can take time depending on the number of Profiles being edited. It may take a few minutes for a success message to appear after saving changes.