Difference between revisions of "How do I invite reps to create a login account"

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The best practice for creating a login account for your representatives is to send them an email invitation. There are [[Creating a Rep Login and Password|several ways]] to accomplish this.
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-Why_is_my_member_being_asked_to_verify_their_ide|Previous]] | [[Member_Management-Index|Next]] | [[Member_Management-Index|Index]]</div>
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You can send a single invitation one rep at a time or take advantage of a template called “Create Login Account Invitation”. You could also create your own template and make sure to use the mail merge field, “Create Account Link”, so that each rep receives their personalized registration link.
    <span>[[Member_Management-Member_Management_FAQs|Member Management FAQs]]</span> : How do I invite my reps to create a login account and access the Member information Center?</div>
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*'''Video: Invite a rep to create a login to the Member Information Center'''&nbsp;&nbsp;<html><a href="http://www.screencast.com/t/gERWgrJe5e" target="_blank"><img src="/images/3/31/Vid.png" /></a> </html>
  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0EGFA">How do I invite my reps to create a login account and access the Member information Center?</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EFFA">The best practice for creating a login account for your representatives is to send them an email invitation. There are </span><span>several ways to accomplish this</span>. </div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0EEFA">You can </span><span>send a single invitation one rep at a time</span> or <span>take advantage of a template</span> called “Create Login Account Invitation”. You could also create your own template and make sure to use the mail merge field, “Create Account Link”, so that each rep receives their personalized registration link.</div>
 
  <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0EDFA">[[Image:Member_Management-How_do_I_invite_my_reps_to_create_a_login_accoun-image28.jpeg|play_button_50]] </span><span style="color: #3366CC; text-decoration: underline;">[[http://www.screencast.com/t/gERWgrJe5e|Watch video describing ways to send the create account email invitation]]</span></div>
 
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  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 10pt;"><span id="wwpID0EBFA"> </span></div>
 
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Revision as of 15:11, 12 August 2015

The best practice for creating a login account for your representatives is to send them an email invitation. There are several ways to accomplish this.

You can send a single invitation one rep at a time or take advantage of a template called “Create Login Account Invitation”. You could also create your own template and make sure to use the mail merge field, “Create Account Link”, so that each rep receives their personalized registration link.

  • Video: Invite a rep to create a login to the Member Information Center