Got a great idea from one of my grantees in their eval today:
"While it was easy for me to acquire login information from your organization, it might be easier on you to have people create their own account and then choose their organization from a drop down box. It would save you from always having to create accounts."
So think about that as an option!
Meanwhile - I have to go merge two people from the same school district because someone didn;t contact me and I thought I had the duplicate id warning set up,
Miranda Lape commented
I really like this idea. For us, all new organizations are encouraged to contact the office before beginning an application anyway, but they don't always do so. With this option, if their organization is not present in the drop down, they would actually have to call us first to have that added.
As for the security that Chuck mentioned, I would suggest that each user adding themselves to a new organization for the first time would be marked "pending" with a confirmation needed from the organization's primary contact/grants admin to confirm that they are part of the organization.
Vonda Carr commented
To be able to add a contact without an email would be extremely helpful. I like to add the executive director so they will available for merge templates.
As long as there is security for self adds (so people can't add themselves without an access code or some kind of authorization), self-adding would save time for us.
Carla Batts commented
I agree!! This is the same idea I just proposed recently to our CSM. Having a drop-down box with the organizations listed for contacts to attach themselves to would be incredibly helpful and a huge time saver from having to merge so many duplicate contact records.