Addition Requests

Addition Requests

This section describes the process in the event the owner sends a request to add a new unit to their account. To view and review additional requests: -

1. Navigate to "Users Messages".
2. Apply the filter by choosing "Addition Requests" from the top.
3. Select the specific request you wish to review.

 

New Unit User

After the PHD member reviews the request and determines the need to add a unit for the owner, follow these steps: -

1. Navigate to the user by clicking on the "Related User" field or Navigate to Users and choose the user.
2. Click on the "My Unit" tab.
3. Select "+ New Unit User".
4. From the quick form, choose the unit that the owner has requested.
5. Set the "Affiliation" type to "Owner".
6. Click "Save and Close" to confirm the changes.