1. Organization & Contact Edits
Quick Reference Guide
November 2017

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

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

4. 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

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

6. 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

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

8. 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

9. 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

10. 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.

11. 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 addresses)
Click the EDIT pencil or the DELETE X to edit or delete existing information
Use the same process to edit other information