How to: Add A Paid Admin (Contractor)

Audience: Chapter Manager

Introduction

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 to a Chapter
• View Contractors of a Chapter

Add a Contractor

1. From the Home Page, select My Primary Chapter under Helpful Links on the right side of the page.
   
          
   
   
2. Once on the Chapter Account Page, click the Add Contractor button.
   
          
    
   
3. Enter in the Contractor’s information. Click Save. (Required fields are: First Name, Last Name and Email.)
   
                                     
   
   

View Contractors Of A Chapter

1. On the Account Detail Record, locate the Affiliated Contacts related list. Click View All.
   
                   
   
   
   
2. You can identify Contractors within the chapter by looking at the Classification column.
   
          
   
   
   

• Profile Overview
• Adding a Chapter Affiliation
• FAQs