Set up an association

To perform integrations between Sparkrock 365 and various associations, you must set up an association.

To set up an association

Choose , enter associations, and then choose the related link.

The Associations page opens.
On the action bar, choose New.

A new row appears.
Specify values for fields as required.

For some integrations to function properly, the Use Professional Association No. checkbox must be selected. For example, the integration for the Ontario College of Teachers (OCT) requires you to select the Use Professional Association No. checkbox.
To set up the association statuses for this association, on the action bar, choose Association Status.

The Association Statuses page opens.
To add an association status, on the action bar, choose New.
Specify values for fields as required.

To obtain a list of statuses, visit the association website.

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