Difference between revisions of "Administrator Tasks"

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(Set Up Organization Information)
(Staff/Employee Logins and Permissions)
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===Staff/Employee Logins and Permissions===
 
===Staff/Employee Logins and Permissions===
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Our support team will provide your initial login name and password for a single staff person. Additional login names and passwords may be created at your convenience under '''Setup''' >  '''Employees/Reps'''. Default address, phone number and email address information for each staff person are modified here as well.
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You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information.
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Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software – including the ability to add/remove other staff logins and assign different permission levels.
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====Staff Permission Levels====
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*'''Administrator''': Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens
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*'''Finance''': Staff/employee with all rights except ability to modify Setup selections
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*'''Standard User''': Staff/employee with all rights except ability to modify Setup selections and access the QuickBooks or Billing menu.
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::''Standard User permissions still allow the ability to view invoice and payment activity on the members’ account.''
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*'''Disabled''': Staff/employee with this permission level will not be able to login to the software.
  
 
====Add New Staff Access====
 
====Add New Staff Access====
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1. Click '''Setup''' in the left-hand navigation bar.
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2. Click '''Association Employees/Reps''' in the '''Association Options''' area.
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:[[File:add_staff.png]]
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3. Click '''Add a New Rep'''.
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:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
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4. Complete the '''Personal Information''' and '''Contact Information''' sections.
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:'''Note: '''The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See [[Email_Sending_Options|Email Sending Options]] for more information.
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:'''Note: '''The '''First Name''' and '''Last Name''' fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.
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:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
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5. Click '''Save & Exit'''.
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6. To create a login account for this staff user, click their name in the '''List of Representatives''', expand the '''Permissions for...''' section and click '''Create Login Account'''.
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7. Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
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:[[File:add_staff_perms.png]]
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'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
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'''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options.
  
 
====Set Email Notifications====
 
====Set Email Notifications====
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1. Click '''Setup''' in the left-hand navigation bar.
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2. Click '''Association Employees/Reps''' in the '''Association Options''' area.
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:[[File:add_staff.png]]
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3. Click '''Add a New Rep'''.
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:[[File:Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png]]
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4. Complete the '''Personal Information''' and '''Contact Information''' sections.
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:'''Note: '''The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See [[Email_Sending_Options|Email Sending Options]] for more information.
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:'''Note: '''The '''First Name''' and '''Last Name''' fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.
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:[[File:Administrator Tasks-Add New Staff Access-AdminTa.png]]
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5. Click '''Save & Exit'''.
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6. To create a login account for this staff user, click their name in the '''List of Representatives''', expand the '''Permissions for...''' section and click '''Create Login Account'''.
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7. Complete the '''Login Account''' and '''Database Permissions''' sections and click '''Save'''.
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:[[File:add_staff_perms.png]]
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'''Note for Users of SmartCMS: '''A staff user's permission for SmartCMS are also configured in this section.
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'''Note: ''' To edit a staff user's email notifications, expand the '''Additional Settings For...''' section and select the desired options.
  
 
====Modify Login Access====
 
====Modify Login Access====
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  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E0DU0HA">To change a login name, password and /or permissions for a staff/ employee</span></div>
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  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">1. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CU0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand navigation bar.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">2. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BU0HA">Click </span><span style="font-weight: bold;">Employees/Reps</span> in the <span style="font-weight: bold;">Association Information</span> area.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0AU0HA">[[Image:Administrator_Tasks-Modify_Login_Access-AdminTasks.1.08.1.jpg]]</span></div>
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  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E06T0HA">Figure 1-7</span></span> Information Section of the Setup menu</div>
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  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">3. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05T0HA">Click the desired rep’s name in the </span><span style="font-weight: bold;">List of Representatives</span> area.  The selected row will show in yellow.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">4. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04T0HA">Edit the </span><span style="font-weight: bold;">Login Name,</span> <span style="font-weight: bold;">Login Password</span> and <span style="font-weight: bold;">Permission Level</span> fields in the <span style="font-weight: bold;">Permissions </span>area as desired.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E03T0HA"> </span></div>
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  <div style="margin-left: 36pt;margin-bottom: 12pt;">
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    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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      <tr valign="baseline">
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 10pt;">5. </span></div></td>
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02T0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
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      </tr>
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    </table>
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  </div>
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E01T0HA">If this staff has login access to another MicroNet database or has a rep login/password on a member account (Members-&gt;Reps tab), see </span><span style="font-family: Calibri; font-size: 9pt;">Joining Login Names</span> for more information.</div>
  
 
===Business Categories===
 
===Business Categories===

Revision as of 07:52, 11 July 2017

Contents

Getting Started

When your GrowthZone/ChamberMaster software if first installed, one or more users will be designated as Administrator. These individuals should ensure that your database is configured with some basic settings. As you continue using your software, you may desire to customize many different settings such as Custom Fields, Online Event Calendar preferences, and Member Information Center options.

If you are just getting started with Admin Tasks, watch this 32 minute overview video Vid.png

Configuring Basics

The GrowthZone support team works with your association as your data is converted and imported. Many items will already be customized to you. However, having a comfort level with viewing these selections and knowing where to change them if needed may be desired.

Four areas are commonly referenced in the first weeks of using your software:

  • Business Information (association name & address etc)
  • General Options (integration settings)
  • Employees/Reps (staff login names and passwords)
  • Business Categories (member online directory categories)

Set Up Organization Information

Information in these fields will be the default business information displayed within your software and on certain integrated web pages.

  1. Click Setup in the left-hand navigation bar.
  2. Click Association Information in the Association Options area.
  3. Edit the desired fields on the General Association Information screen.
    • Ensure your association's name and address is complete and accurate.
    • Select the correct country and time zone.
    • Update your phone numbers and website.
    • Enter in your association's generic email address.
    This email is used when automatic emails are sent from the database as the from address
    • Upload your association's logo for display at various places through the software.
    See Upload Your Logo for details
  4. Click Save.

Organization Info.png

General Options & Settings

Many settings in this area have been preset based on your individual configuration with GrowthZone. You may not have to change any selections shown here. Contact Customer Support if you are unsure of the effect of changes. If making any changes, please record the current settings before making any modifications.
1.
Click Setup in the left-hand navigation bar.
2.
Click General Options & Settings in the Association Information area.
Administrator Tasks-General Options Settings-AdminTasks.1.04.1.jpg
Figure 1 Association Information section in Setup
3.
Edit the desired fields in the General Options & Settings screen.
Administrator Tasks-General Options Settings-AdminTasks.1.04.2.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.3.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.4.jpg
Administrator Tasks-General Options Settings-AdminTasks.1.04.5.jpg
Figure 2 General Options & Settings screen
Description of commonly modified selections:
Administrator Tasks-rd bullet.jpg
General Settings -> Auto-update representative contact information when updating members*: This will default to on for new associations. Existing associations will have to check to select this option so that individual representative information (Reps tab) will automatically update when matching member information (General tab) is updated.
*When the member's address, primary phone or fax number is updated and it exactly matches the representative's address, work phone or fax then the matching representative(s) field(s) will be updated as well.
Administrator Tasks-rd bullet.jpg
General Settings -> Send automatic email notification to member when their submission for deals/jobs/events/news etc is approved: Defaulted to on. Members will receive an automatic email when staff sets their submission to Approved. No notice is sent if a submission is disabled or deleted. The email is sent to the following email address based on this criteria:
Administrator Tasks-rd bullet.jpg
Member created the content, no primary rep designated: Member is recipient
Administrator Tasks-rd bullet.jpg
Member created the content, 1 or more primary rep designated: Primary rep(s) is recipient
Administrator Tasks-rd bullet.jpg
Rep created the content: rep is recipient
Note: if a valid email address is not associated with the rep or member, then no email will be sent.
Administrator Tasks-rd bullet.jpg
General Settings -> Default Member Status: when new members are created by clicking the Add button on the toolbar, the Status drop-down will have the default status selected here. Choices are: Active, Courtesy, Non-Member, Prospective, or Dropped.
Administrator Tasks-rd bullet.jpg
General Settings -> Newsletter Solution: If you have a subscription to Constant Contact, select Constant Contact. This will display Constant Contact menu choices within GrowthZone/ChamberMaster. Note: Also complete the Constant Contact section in the Add-On Manager area below.
Administrator Tasks-rd bullet.jpg
Appearance -> Info Request Release Disclaimer and Thank you Message. Customize the text that appears on the public website when in the Info Request module.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection.
Administrator Tasks-rd bullet.jpg
Email Server Settings -> Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members. For instance the “Request Info” link found on the members’ public information page.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> Constant Contact: If you have a subscription to Constant Contact, record your subscription login and password here. Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in GrowthZone/ChamberMaster. For example: Communication->Newsletters/Email Campaigns. To also allow GrowthZone/ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes. See “Enable Constant Contact Synchronization” for more information.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> Fax Solution: If you have a subscription to an Internet Fax Service, select that here and record the appropriate email addresses. See” Internet Fax Service” for more information.
Administrator Tasks-rd bullet.jpg
Add-on Manager -> LiveEdit: If you are using LiveEdit as your Content Management System, record your login credentials here. This will place a shortcut button on your toolbar to allow quick access to edit your website. See “Enable LiveEdit button” for more information.
Administrator Tasks-rd bullet.jpg
An Application Programming Interface (API) is now available to 3rd party developers that wish to create their own applications from your database. If you have someone wanting to develop a special-use application for you, contact support@micronetonline.com to receive a unique API key for your developer and the API documentation. Access is only granted to a 3rd party developer with your express permission.
4.
Click Save.

Staff/Employee Logins and Permissions

Our support team will provide your initial login name and password for a single staff person. Additional login names and passwords may be created at your convenience under Setup > Employees/Reps. Default address, phone number and email address information for each staff person are modified here as well.

You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information.

Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software – including the ability to add/remove other staff logins and assign different permission levels.

Staff Permission Levels

  • Administrator: Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens
  • Finance: Staff/employee with all rights except ability to modify Setup selections
  • Standard User: Staff/employee with all rights except ability to modify Setup selections and access the QuickBooks or Billing menu.
Standard User permissions still allow the ability to view invoice and payment activity on the members’ account.
  • Disabled: Staff/employee with this permission level will not be able to login to the software.

Add New Staff Access

1. Click Setup in the left-hand navigation bar.

2. Click Association Employees/Reps in the Association Options area.


Add staff.png


3. Click Add a New Rep.


Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png


4. Complete the Personal Information and Contact Information sections.

Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See Email Sending Options for more information.
Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.


Administrator Tasks-Add New Staff Access-AdminTa.png


5. Click Save & Exit.

6. To create a login account for this staff user, click their name in the List of Representatives, expand the Permissions for... section and click Create Login Account.

7. Complete the Login Account and Database Permissions sections and click Save.


Add staff perms.png


Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.

Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.

Set Email Notifications

1. Click Setup in the left-hand navigation bar.

2. Click Association Employees/Reps in the Association Options area.


Add staff.png


3. Click Add a New Rep.


Administrator Tasks-Add New Staff Access-AdminTasks.1.06.2.png


4. Complete the Personal Information and Contact Information sections.

Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See Email Sending Options for more information.
Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.


Administrator Tasks-Add New Staff Access-AdminTa.png


5. Click Save & Exit.

6. To create a login account for this staff user, click their name in the List of Representatives, expand the Permissions for... section and click Create Login Account.

7. Complete the Login Account and Database Permissions sections and click Save.


Add staff perms.png


Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.

Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.

Modify Login Access

To change a login name, password and /or permissions for a staff/ employee
1.
Click Setup in the left-hand navigation bar.
2.
Click Employees/Reps in the Association Information area.
Administrator Tasks-Modify Login Access-AdminTasks.1.08.1.jpg
Figure 1-7 Information Section of the Setup menu
3.
Click the desired rep’s name in the List of Representatives area. The selected row will show in yellow.
4.
Edit the Login Name, Login Password and Permission Level fields in the Permissions area as desired.
 
5.
Click Save.
If this staff has login access to another MicroNet database or has a rep login/password on a member account (Members->Reps tab), see Joining Login Names for more information.

Business Categories

Modify Business Directory Categories

Printing Business Category Reports

QuickLinks

Point of Interest Categories

MarketSpace Categories

Customizing the Software

Many options are provided for customizing the selections which allow the software to perform and look the way you want.

  • Membership Types may be created so you can assign Membership Types of your own through a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.
  • Menu choices in the Members Only login area may be customized providing the precise experience that you desire for your membership.
  • The “look and feel” of other public website modules may also be customized using menu selections in “Event Options and Settings” or “Business Directory Control Panel”. Settings specific to Hot Deals, job postings, and MarketSpace may also be modified.
  • Social Networking options are available to allow Job Postings, Events, Hot Deals, New Members, and News Releases to be promoted on your Facebook, Twitter, or LinkedIn account with only a few one-time selections. This feature is only available to associations that have upgraded to the Plus edition or greater.
  • Plus edition users or greater may also include credit card as a payment method for event registration, online membership application payment, or when member pay bills online in their Member Information Center.

Note that only staff with Administrator Level permissions are able to make these changes.

Membership Types

Define your own Membership Types

Assign Membership Type to a member

How are Membership Types used?

Member Login Area Options & Settings

Customize the Member Login area selections

Control members access to other member email addresses

Create your own menu selections

Modify the Member Login area Home page text

Enable and Customize Promote Your Business Widget in MIC

Customize Forgot Password Error Message

Customize the Member Information Center MIC Help

Customize the Member Information Center MIC4 Search

Customize the Member Information Center Features Available

Social Network Publishing

Connect to Twitter / Facebook / LinkedIn

Disconnect Twitter from GrowthZone/ChamberMaster

Disconnect Facebook from GrowthZone/ChamberMaster

Disconnect LinkedIn from GrowthZone/ChamberMaster

Repost Single Event to Your Facebook page

Customizable Menu selections

Customize the Website Modules

Modify Event Options and Settings

Modify Business Directory Control Panel

Modify Job Posting Settings

Modify Hot Deals Settings

Modify MarketSpace Settings

Credit Card Processing

Internet Fax Service

What is an email fax service?

Configure GrowthZone/ChamberMaster to use my email fax service

Which email fax services are supported?

Miscellaneous Settings

Enable LiveEdit Button

Enable Constant Contact Synchronization

Enable Votility Integration

Help Documentation

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