Difference between revisions of "Manage Representatives"

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*[[Send an Email to a Representative]]
 
*[[Send an Email to a Representative]]
 
*[[Member Management-Print label for a representative|Print a label for a representative]]
 
*[[Member Management-Print label for a representative|Print a label for a representative]]
*[[Member Management-Web Display Options for a rep|Choose web display options for a rep]]
+
*[[Web Display Options for a rep|Choose web display options for a rep]]
 
*[[Member Management-Modify group participation]]
 
*[[Member Management-Modify group participation]]
 
*[[Member Management-Impersonate a representative in the Member Information Center]]
 
*[[Member Management-Impersonate a representative in the Member Information Center]]
 
*[[Member Management-Assign login permissions to a rep]]
 
*[[Member Management-Assign login permissions to a rep]]

Revision as of 00:57, 21 December 2015

Representatives (or Reps) are individuals such as employees or owners at a member business. In some situations, the rep might simply be a contact person for the member.

When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location.

Most tasks associated with the member representatives are handled on the Reps tab in the Members module. Find the desired member and click the Reps tab.

Reps tab example.jpg

What Can Be Done in the Reps Tab?