Audience: Chapter Manager
When a chapter hires a paid Contractor, the Chapter Manager needs to add a contact record in SCORE Engage. This contact record will be affiliated with their chapter. Contractors can also serve in other positions within the chapter, such as a Client Intake Coordinator or Event Manager.
Table of Contents:
Add a Contractor
- From the Home Page, select My Primary Chapter under Helpful Links on the right side of the page.
- Once on the Chapter Account Page, click the Add Contractor button.
- Enter in the Contractor’s information. Click Save. (Required fields are: First Name, Last Name and Email.)
View Contractors Of A Chapter
- On the Account Detail Record, locate the Affiliated Contacts related list. Click View All.
- You can identify Contractors within the chapter by looking at the Classification column.