How to Update Your Organization’s Lines of Business Page 1 of 3 Quick Reference Guide How to Update Your Organization’s Lines of Business (via the CalFlowers Members’ Only Site) Step 1 After logging into the CalFlowers Members’ Only Site, you’ll automatically be taken to the Members Landing Page. If not, go to the Members Landing Page from the Home option on the main navigation menu. Then click on “Update Your Profile” as shown here. This will take you to your Individual Profile page. Note: Only those individuals listed as key contacts for your organization will be able to update your organization’s profile. If you are unsure whether you are a key contact, or if you need to know who your organization’s key contacts are, please contact Linda Long, Membership Services Manager, at (831) 479- 4912 or via e-mail at [email protected]. Step 2 From your Individual Profile page (shown here), click on your organization’s name to get to your Organizational Profile page.
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HowtoUpdateYourOrganization’sLinesofBusiness Page1of3
QuickReferenceGuide
HowtoUpdateYourOrganization’sLinesofBusiness(viatheCalFlowersMembers’OnlySite)
Step1AfterloggingintotheCalFlowersMembers’OnlySite,you’llautomaticallybetakentotheMembersLandingPage.Ifnot,gototheMembersLandingPagefromtheHomeoptiononthemainnavigationmenu.Thenclickon“UpdateYourProfile”asshownhere.ThiswilltakeyoutoyourIndividualProfilepage.Note:Onlythoseindividualslistedaskeycontactsforyourorganizationwillbeabletoupdateyourorganization’sprofile.Ifyouareunsurewhetheryouareakeycontact,orifyouneedtoknowwhoyourorganization’skeycontactsare,pleasecontactLindaLong,MembershipServicesManager,at(831)[email protected]
FromyourIndividualProfilepage(shownhere),clickonyourorganization’snametogettoyourOrganizationalProfilepage.
HowtoUpdateYourOrganization’sLinesofBusiness Page2of3
Step3TheLinesofBusinesscurrentlysavedinyourOrganizationalProfilewillbeshownhere.ToedittheLinesofBusiness,clickonthe“Edit”button.Step4AToadd/removeLinesofBusiness,simplyclickonthecheckboxnexttotheappropriateoptions(s).Selectasmanythatapplytoyourorganization.Step4BClickthegreen“Save”buttontosaveyourchangestoyourOrganizationalProfile.
HowtoUpdateYourOrganization’sLinesofBusiness Page3of3
Step5
Congratulations!YouhavesuccessfullyupdatedtheLinesofBusinessforyourorganization.TologoutoftheCalFlowersMembers’Onlysite,simplyclickonthe“MemberLogout”buttoninthetoprightcornerofthepage.Ifyouhaveanyquestionsorrunintoanyissues,pleasecontactLindaLong,MembershipServicesManager,at(831)[email protected].
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