Add employees to an organization

This guide shows you how to link people to an organization as its employees. It also shows how to remove that link when someone leaves.

Who can do this: Admins who can manage an organization’s members. If Add employee isn’t visible, contact your org owner.

Before you start

• Open the organization’s record. You can find it from Members: set the Record type filter to Organizations, or search by name.
• Decide whether the person already has a record in MapleGather, or whether you need to create a new one.

Steps

1. On the organization’s record, select the Members tab. This tab lists the organization’s employees.
2. Select Add employee. A panel opens from the side.
3. Choose how to add the person:
   • If they already have a record, select Select existing person.
   • If they’re new to your database, select Create new person and enter their First name, Last name, Email, and Employee role.
4. If you’re adding an existing person, use Find a person to search for and choose them.
5. Select Add to organization.

To remove an employee later:

6. On the Members tab, select the ⋯ menu on that person’s row, then select Remove from organization.
7. Select Remove to confirm. Their individual record stays in your database as a contact — only the employer link is removed.

Verify

You’ll know it worked when the person appears in the organization’s Members tab and the employee count on the Overview tab goes up by one. When you remove someone, their row leaves the list and an “Employee removed — record kept as a contact” confirmation appears.

Good to know

• When you select Create new person, First name and Last name are required and Email is optional. If the email you enter matches an existing record, the panel offers the same View existing record / Create anyway choice you’ll see elsewhere.
• Each employee signs in to MapleGather with their own account. Adding someone to an organization links their record; it doesn’t change how they log in.
• There’s no limit today on how many employees you can add. Seat limits and per-seat billing arrive with corporate memberships, which is a separate feature.

If something goes wrong

• “This person is already an employee of another organization” — a person can be an employee of one organization at a time. Remove their existing employer link first, then add them here. (If they’re already an employee of this same organization, you’ll see “Already an employee” and nothing changes — that’s expected.)
• “Choose a person, not an organization” — you picked an organization record. Employees are people, so pick a person instead.
• “Couldn’t add this employee — check the person and try again” — something else went wrong. Check the person’s details and try again.

Related

• Create an organization contact
• Route an organization’s invoices to a billing email
• You’re a member through your organization