Allow organizations to add new Users to an existing account (without overwriting an existing User)
It would be great if a new person at an organization could add themselves as a User into the organization's account WITHOUT overwriting an existing User in the account.
Currently, any time an organization has a new hire (or would just like to add someone new to their account in our portal), they have to contact us and we have to manually add them as a User and provide them with a temporary password. The only way for them to do it themselves is to overwrite an existing User in the account, which is problematic since doing that deletes/distorts our historical records.
Rachel Sands
shared this idea
With our May 2024 release you can now add contact their organization. To learn more about this functionality please review our SupportHub or contact success @ foundant.
If you have additional feedback about this functionality please create a new Idea.
-The Foundant Team