Organization & Contact Edits Quick Reference Guide November 2017

OCEAN Organization edit Starting from the OCEAN homepage: Hover over “User Tools” Click on “Organization Edit”

OCEAN organization edit Grantees can edit their organization’s addresses, phone numbers, email addresses, legislative reps, and contacts.

OCEAN organization edit Addresses To add or edit addresses: Click the Add Address plus sign OR Click the Edit Pencil or the Delete to edit or delete an address Click SAVE to save the information you’ve changed

OCEAN organization edit Email Address and Phone Number Follow the same procedures to add or edit Phone Numbers Email Addresses

OCEAN organization edit Legislative Reps Grantees can edit their Legislative Reps by: Deleting an existing Representative Name by clicking the Expanding “House”, “Senate”, or “US” by clicking the arrow to expose the list of names

OCEAN Contacts edit Contacts search & edit Grantees can edit SOME information for contacts Click User Tools Click Contacts Click Contact Search

OCEAN Contacts edit Grantees can edit SOME information for contacts Type in the contacts first name (partial accepted) Type in the contacts last name (partial accepted) Click Search Click the edit pencil next to the result you would like to view/edit

OCEAN Contacts edit Grantees can edit SOME information for contacts Type in the contacts first name (partial accepted) Type in the contacts last name (partial accepted) Click Search Click the edit pencil next to the result you would like to view/edit

OCEAN Contacts edit Grantees can edit MOST their own contact information (highlighted below) Follow the same procedures listed on slide 3 (edit pencil, delete X) to make changes on these pages; always click Save after making any changes.

OCEAN Contacts edit Email address edit example Click which information you would like to edit from the items on the left Click the PLUS sign to ADD information (multiple telephone numbers or email addresses) Click the EDIT pencil or the DELETE X to edit or delete existing information Use the same process to edit other information