How-To Videos
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.
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Video Tutorials For Your Members
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