Affiliations#

The affiliation screens of the administration interface list, add and change the links between people and organizations. An affiliation carries a type that says whether the link is verified and what the person may do for the organization, and it can carry dates. This page describes each part of the screens as FairDM configures them. It does not explain how ownership is worked out, which is in How contributor accounts and credits work.

You reach the screens from the administration index. Open Community and select Affiliations. The same rows also appear as inline sections on the People and Organizations forms, with fewer fields.

Who can open it#

A person needs the permission to view or change affiliations. The Community Manager role holds both. Adding an affiliation needs contributors.add_affiliation, which no shipped role holds, so by default only a superuser adds one.

The list is narrowed for anyone who is not a superuser. It shows only the affiliations of organizations where you hold a current Owner affiliation. A change or a delete of any row needs the right to manage that row’s organization, which a superuser and a current owner hold. A Community Manager who owns no organization therefore sees an empty list.

Types#

Type	Value	Meaning
Pending	0	Declared and not verified. It carries no rights.
Member	1	A verified member. This is the default.
Admin	2	A member who can edit the organization’s profile.
Owner	3	The member who holds the right to manage the organization.

Setting a type to Admin or Owner, and changing or deleting a row that already has one of those types, needs the right to manage the organization. The rule applies on this screen and on both inline sections.

The list#

Columns#

Column	Shows
Person	The person.
Organization	The organization.
Type	The type.
Primary organization	Whether this is the person’s primary affiliation.

Search#

The list has no search box. The Person and Organization fields of the form are search fields of their own, the person field finds people by email address, display name or public identifier, and the organization field finds organizations by name.

Filters#

Filter	Options
By type	Pending, Member, Admin and Owner.
By primary organization	Yes or No.

Actions#

The only action is Delete selected affiliations, and it appears only to someone who may delete affiliations. No action approves a batch of pending affiliations.

When the list is empty#

With no matching row the list has no rows. Clear the filters. A person who is not a superuser also sees no rows when they own no organization.

The add and change forms#

The forms show every field of an affiliation.

Field	Holds
Person	The affiliated person.
Organization	The organization.
Type	One of the four types.
Primary organization	Whether this is the person’s primary affiliation.
Start date	When the affiliation began.
End date	When it ended. Leave blank for a current affiliation.

Both dates take a year, a year and month, or a full date. An end date ends the rights the type gave and keeps the row as history.

These rules hold on every route that saves an affiliation:

A person has at most one affiliation with a given organization. A second is refused.
A person has at most one primary affiliation. Saving a row as primary clears the flag on the person’s other row.
An affiliation with no end date is current. One with an end date is past.

What you can do here#

Approve a pending affiliation. See How to approve a pending affiliation.
End an affiliation. See How to end someone’s affiliation.
Add a member. See How to add a member to an organization.
Hand an organization to another person. See How to transfer ownership of an organization.