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V3: Settings -- User settings -- My Organizations
V3: Settings -- User settings -- My Organizations

Adding and auto linking additional accounts for multicampus solutions. Managing organization details.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Many of our PastorsLine partners belong to more than one organization.

Here's where you can manage those details.

Why do they belong to more than one organization, especially if they are essentially one church?

The PastorsLine multi-organization feature can help you better organize and connect. This "multicampus" approach could suit a main church with several other divisions or locations. This approach can also help your ministry separate data for campus-specific analytics.


HOW TO FIND THIS PAGE

After logging in to your PastorsLine account...

Step 1: Click on Settings (left-hand most column, yellow #1 in image to the left).

Step 2: Click on My Organizations (yellow #2 in image to the left).

Your My Organizations page will open.


HOW TO WORK WITH THIS PAGE

TURQUOISE NUMBERS IN IMAGE ABOVE

1

The name of the organization you are logged in under.

2

Click here to add a new organization. For more information, check out this helpdesk article: http://help.pastorsline.com/en/articles/6006480-v3-add-a-new-organization-multicampus

3

Action Menu (3 dots icon)


Action Menu

SWITCH ORGANIZATION

Click on the organization you wish to be logged in to. PastorsLine will switch you over.

VIEW EXITED ORGANIZATIONS

Don't see one of your organizations? Perhaps you left it. Check here.

Note: Only an invited user (regardless of their role/permissions) can leave an organization.


WORKING WITH MORE OF THE DETAIL

TURQUOISE NUMBERS IN IMAGE ABOVE

1: The number of organizations you belong to. In this case, it is 4.

2: Search. For more information, click here.

3: Column selection

Check and uncheck as you wish to show the columns you need.

MORE DETAIL ABOUT AN ORGANIZATION

Hover over the organization line to reveal the View. Click on View (turquoise box in image below).

The detail box will open.

Turquoise numbers in image to the left

1: Click here to log out of your current organization and log in to this one.

2: Your role in this organization. Not editable here.

3: The email address you are using in this organization. Not editable here.

4: The last time you did something on PastorsLine within this organization.

5: The total number of people in this organization.

Depending on your role / permissions, you will see one or more of the following items:

I. Transfer Ownership

You will see this if you are the owner of the organization AND you are currently logged in as the owner.

The Transfer Ownership box will pop up.

I.1 Complete the details.

I.2 Then click Next to continue the process.

II. Delete this Organization

You will see this if you are the owner of the organization AND you are currently logged in as the owner.

For more information about deleting an organization, check out this helpdesk article:

III. Leave Organization
This is the only options for admins, users, and restricted users.

III.1 Click here to leave this organization permanently. NOTE: You will need permission via your role to take this action. If you have it, the following confirmation box will pop up:

III.2 Click on Leave to make it final.

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