CSIS Directory - Add Organization & Affiliates

Adding an Organization

• Log in to CSIS 2.
• From the top navigation menu, select Directory.
• Choose Organizations from the drop down menu.

Start a New Organization Record

• Select Add Organization.
• Enter the Organization Name
• Move to the next field.
•  If a Suggested Duplicate message appears:
  • Review the suggested organization(s).
  • If one matches, select it and confirm the details on the profile page.
  • If none match, continue entering a new organization.
• Click Create

Update Organization Details

• On the organization’s detail page, select Edit in the Organization section.
•  Review and update the following:
  • Active: Ensure this box is checked.
  • Type: Select all organization types that apply.
• Click save when finished.

Tips for Selecting Types

• Hotels → choose Accommodation
• Businesses with custom contracts → choose Business
• Event locations such as the Pyle Center → choose Venue

Adding an Affiliate to an Organization

• Log in to CSIS 2.
• From the top navigation menu, select Directory, then Organizations.
• Search for and open the organization profile.

Add an Affiliate

• Scroll to the Affiliates section.
• Select Add Affiliate.

Select the Individual

• In the Individual field, type the person’s name.
• If the person appears in the drop down list, select their name.
• If no results appear:
  • The individual must be added to the directory first.
  • Follow the instructions in the KB document Add an Individual to CSIS 2 (insert KB link).

Assign Roles

• Select one or more roles for the affiliate.
• Click Save.