The operations described here can only be executed by a CO Administrator or CMP Administrator. |
It is possible to change the links for Organizational Identities and CO Person records that are attached to unresolved Petitions. This is not recommended as it may lead to unexpected behavior if, say, an enrollee attempts to respond to a confirmation email attached to an organizational identity that is no longer attached to the CO Person in the petition. It is generally advisable to resolve (approve or deny) a Petition before manipulating links. |
It is a best practice to document why a manual linking operation has been performed. This can be done by manually creating a history record. |
An Organizational Identity can be manually linked to an existing CO Person record when the Organizational Identity is not currently linked to a CO Person record within the destination CO.
To create a link:
This process can also be initiated via the CO Person Canvas.
An Organizational Identity can be manually moved (relinked) from one CO Person to a different CO Person.
To relink:
An Organizational Identity can be manually unlinked from a CO Person, when there is at least one additional Organizational Identity attached to the CO Person. Both the Organizational Identity and CO Person will continue to exist independently after being unlinked.
As of Registry v4.1.0, the requirement of one Organizational Identity per CO Person is no longer enforced.
A CO Person Role can be manually moved (relinked) from one CO Person to a different CO Person.
To relink: