Difference between revisions of "How-To Videos"
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'''[http://www.screencast.com/t/b9YXmKuhX0T Password Security for Reps]''' | '''[http://www.screencast.com/t/b9YXmKuhX0T Password Security for Reps]''' | ||
:<html><p class="description">At our February 2014 software update the ability to view rep passwords by office staff was removed. This video demonstrates how to handle password management now that you can’t “tell the rep” what their password is. Length: 3:06. Recorded 2/21/2014.</p></html> | :<html><p class="description">At our February 2014 software update the ability to view rep passwords by office staff was removed. This video demonstrates how to handle password management now that you can’t “tell the rep” what their password is. Length: 3:06. Recorded 2/21/2014.</p></html> | ||
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| + | '''[http://www.screencast.com/t/wxhFtcE8yGh Store Files on a Member's Account]''' | ||
| + | :<html><p class="description">Store files specific to a particular member on the Members > Files tab. Length: 1:01. Last updated: 1/15/2014.</p></html> | ||
==Billing== | ==Billing== | ||
Revision as of 17:14, 24 July 2015
Contents
Members
Get the big picture on how to manage permissions for your members' representatives. This video demonstrates how to work with existing reps and take advantage of inherited permissions Also describes how to handle permissions labeled “Custom Set” which will have been created as a result of how permissions were managed prior to the Feb 2014 release. Length: 5:23. Recorded 2/17/2014.
Inviting Reps to Create a Login Account
View how to send a single or mass email to your representatives that invite them to create their login account so they can access the Member Information Center. Or if you have your own template and want to embed the new “Create Account Link”, you’ll see where to access that database field (start at 4:20). Length: 6:58. Recorded 3/25/2014.
At our February 2014 software update the ability to view rep passwords by office staff was removed. This video demonstrates how to handle password management now that you can’t “tell the rep” what their password is. Length: 3:06. Recorded 2/21/2014.
Store Files on a Member's Account
Store files specific to a particular member on the Members > Files tab. Length: 1:01. Last updated: 1/15/2014.
Billing
Groups
Communication
Events
Reports
Setting up the Application
Member Information Center
Video Tutorials For Your Members
Mobile Application
Miscellaneous Topics
