Difference between revisions of "Create a Single Login Account"
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:<html><p class="caption">When the email is received and the personalized link is selected, the rep will be brought to a screen where they may create their own login and password. Their email address will be suggested as the Login Name. Or if not available, then another suggestion will be provided. They will be allowed immediate access to the Member Information Center.</p></html> | :<html><p class="caption">When the email is received and the personalized link is selected, the rep will be brought to a screen where they may create their own login and password. Their email address will be suggested as the Login Name. Or if not available, then another suggestion will be provided. They will be allowed immediate access to the Member Information Center.</p></html> | ||
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+ | <html><style>.caption{font-weight:bold;font-size:12px}</style></html> |
Revision as of 15:22, 12 August 2015
1. In the Members module, select the desired member from the Members drop-down list.
2. Click the Reps tab.
3. Click the name of the desired rep so that they are highlighted.
4. Make sure the proper role is assigned to them under the Personal Information area. (Primary, Billing or neither of these which would indicate a Standard role).
5. Scroll to the bottom and open the Login Permissions area.
6. Best Practice: If no login has been assigned yet, click send them an invitation.
7. Click Send Email Now.