Difference between revisions of "Create a Single Login Account"
Jump to navigation
Jump to search
Line 15: | Line 15: | ||
− | :<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. |
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.