Difference between revisions of "Create a Single Login Account"
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− | 1. In the Members module, select the desired member from the Members drop-down list at the top of the screen. | + | 1. In the '''Members''' module, select the desired member from the Members drop-down list at the top of the screen. |
2. Click the '''Reps''' tab. | 2. Click the '''Reps''' tab. | ||
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3. Click the name of the desired rep so that they are highlighted. | 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 | + | 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). |
:<html><p class="caption">Note: The role selection will determine the permissions given to this rep in the Member Information Center. You can choose another permission set for this rep, but initially the permissions granted will default to one of three default sets: <i>Primary</i>, <i>Billing</i>, or <i>Standard</i>. You may modify the details of each of the sets or create your own if needed.</p></html> | :<html><p class="caption">Note: The role selection will determine the permissions given to this rep in the Member Information Center. You can choose another permission set for this rep, but initially the permissions granted will default to one of three default sets: <i>Primary</i>, <i>Billing</i>, or <i>Standard</i>. You may modify the details of each of the sets or create your own if needed.</p></html> | ||
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6. <ins>Alternate Method:</ins> If no login has been assigned yet, click "Create their login right now". | 6. <ins>Alternate Method:</ins> If no login has been assigned yet, click "Create their login right now". | ||
− | + | :<html><p class="caption">Note: see Best Practice Step #6 above! This alternate step will bring you to a screen that is auto-populated with the identifying information for the rep. Click Continue and enter the desired password on the second screen. This option is appropriate if you are conversing with the rep at that moment and want to provide them with immediate access. Tell them the temporary password you’ve created for them but remind them to login and change it to something they will remember once they get logged in.</p></html> | |
7. Click '''Send Email Now'''. | 7. Click '''Send Email Now'''. |
Revision as of 15:30, 12 August 2015
1. In the Members module, select the desired member from the Members drop-down list at the top of the screen.
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.