Difference between revisions of "Create a Single Login Account"
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− | The following procedure will create a single login account for a member representative. | + | ''The following procedure will create a single login account for a member representative.'' |
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. | ||
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− | :<html><p class="caption">Figure: Primary and Billing role checkboxes | + | :<html><p class="caption">Figure: "Primary" and "Billing" role checkboxes. In this example, Brian Anchor’s role is set at “Standard” (the lack of either checkbox)</p></html> |
5. Scroll to the bottom and open the "Login Permissions" area. | 5. Scroll to the bottom and open the "Login Permissions" area. | ||
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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: | + | :<html><p class="caption">Note: 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> |
Latest revision as of 15:43, 12 August 2015
The following procedure will create a single login account for a member representative.
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.