Add a New Rep

1. From the Dashboard, click Members on the left side menu.
2. Select the member you are adding a rep to from the Members dropdown list in the top tool bar.
3. In the Reps tab, click Add a New Rep.
4. Complete the form on the Contact Information section of the "Add a New Representative" screen.


Figure: "Add a New Representative" screen

Note: Alternatively, you can add a new rep by selecting "Representative" from the Add button in the top tool bar. Warning: If the Rep name already exists on the same or a different member, a warning message will appear that displays the name of that member. You may continue on and create the rep if desired.

Contact Field	Description
Primary Contact:	Selecting the Primary Contact checkbox will make this the primary contact representative for the member.
Contact Preference:	Select the preferred contact method for this rep. Email, Fax, Mail, Phone or No Communication. See How is the "Contact Preference" Field Used on the Reps Tab?
Email:	Note that the email address listed here by default is the email address provided on the General tab. This can be edited to contain rep's individual email if desired.
Greeting:	Specify the common name used by this individual. See also What is the Greeting field used for?

5. Click Finish.