Follow these instructions to add affiliations when required for your license
Step 1: Navigate to the agency with the affiliations you would like to track. This is likely found on the account record.
Step 2: Affiliations are tracked by license. On the account record, click the license that you would like to track your affiliation for.
Step 3: Each entity license has an affiliation field. Edit the affiliation field and click +Add New Affiliation
Step 4: A text screen will pop up requiring you to add more information on the affiliation. Complete all required fields that are marked by the red asterisk.
Note: we do not track affiliations with NIPR. We do not yet have an automated way to track this information. As your affiliations grow and update, you will need to add them to your AgentSync org.
Step 5: Click Save
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