Organization Data: Sponsors Follow

Topics Covered
Managing Sponsors

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

Introduction

This article provides detailed instructions for navigating and managing Sponsors in the ATLAS Workflows.

Organization Data encompasses four key components:

• Positions
• Sponsors
• Schools
• Work Locations

Each of these elements can be accessed via the left navigation menu. However, visibility and access are permission-dependent. Users without the necessary permissions will not see the relevant options.

Manage Sponsors

The Sponsors section helps track and manage individuals or entities acting as sponsors. This can include employees, household members, or external sponsors who have been assigned specific tasks or responsibilities.

Sponsors are vital to Post operations, serving as either:

• Social Sponsors, providing cultural or social guidance.
• Office Sponsors, acting as professional liaisons.

With Manage Sponsors, Service Providers can:

• Add new sponsors.
• Update existing sponsor information.
• Remove sponsors no longer needed.

Typically, members of the Service Provider group have the permissions needed to manage sponsors.

Columns Overview:

• • Name: The sponsor's full name.
  • # of Assignments: The number of active assignments linked to the sponsor.
  • Type: Specifies the sponsor's category.
  • Email Address: The official email address of the sponsor.
  • Phone Number: Sponsor's contact number, formatted for international dialing.
  • Employee Type: Describes the employment category.

Features and Actions

• View Non-Employee Sponsors:

  • To check available sponsors who are not employees, click Available Non-Employee Sponsors. 

• Search Sponsors:

  • Use the Search bar in the top-right corner to quickly find a sponsor by their name, email, or other details.

Overview of the Interface

Toolbar:

• Export Data:

  • Export sponsor details in various formats for offline use:
    • Excel: Suitable for detailed spreadsheet analysis.
    • CSV: Ideal for database imports or lightweight data transfer.
    • Clipboard: Copies the data for immediate use in other applications.

• Search and Pagination:

  • Utilize the search bar to quickly find information.
  • Use the pagination controls to navigate if the list exceeds the page limit. 
    • If the list exceeds 25 entries, navigate between pages using the controls at the bottom.

Related Articles:

Managing Positions
Managing Schools
Managing Work Locations

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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