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Every constituent record has a constituent type: Individual or Organization. You can change the constituent type. Saved payment methods stay on the record.

<a href="https://help.bloomerang.com/en/articles/12670378-search-for-constituents-and-households">Go to the constituent’s account</a>.

Enter any missing information for the account.

1. <a href="https://help.bloomerang.com/en/articles/12670378-search-for-constituents-and-households">Go to the constituent’s account</a>.
2. Click the Profile tab.
3. Click More.
4. Select Change Type.
5. Enter any missing information for the account.
6. Click Save.

<a href="https://help.bloomerang.com/en/articles/12632649-edit-merge-and-delete-constituents">Edit, Merge, and Delete Constituents</a>

- <a href="https://help.bloomerang.com/en/articles/12632649-edit-merge-and-delete-constituents">Edit, Merge, and Delete Constituents</a>

Change the Constituent Type to Individual or Organization

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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Change the Constituent Type to Individual or Organization

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