Difference between revisions of "Create a Single Login Account"
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5. Scroll to the bottom and open the Login Permissions area. | 5. Scroll to the bottom and open the Login Permissions area. | ||
− | 6. Best Practice Method: If no login has been assigned yet, click send them an invitation. | + | 6. <ins>Best Practice Method:</ins> If no login has been assigned yet, click "send them an invitation". |
:<html><p class="caption">Note: This will open the email editor with a personalized invitation ready to be sent. Make desired changes such as a different subject line if desired or additional wording. No changes are necessary though - only if you desire. The personalized link in the email is what will allow them to create their login with appropriate permissions.</p></html> | :<html><p class="caption">Note: This will open the email editor with a personalized invitation ready to be sent. Make desired changes such as a different subject line if desired or additional wording. No changes are necessary though - only if you desire. The personalized link in the email is what will allow them to create their login with appropriate permissions.</p></html> |
Revision as of 15:26, 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 Method: If no login has been assigned yet, click "send them an invitation".
6. Alternate Method: If no login has been assigned yet, click "Create their login right now".
7. Click Send Email Now.