Difference between revisions of "Who can login to the Member Information Center"

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(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | Member_Management-How_do_I_specify_who...")
 
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<div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TB0FA">Ability to login to the Member Information Center is determined by permissions assigned in their permission set. </span></div>
  <div style="text-align: left;">[[Member_Management-TableOfContents|Table of Contents]] | [[Member_Management-How_do_I_specify_who_my_featured_members_are_3f|Previous]] | [[Member_Management-Why_can’t_I_view_(see)_my_member_2frep_password_3f|Next]] | [[Member_Management-Index|Index]]</div>
 
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
 
    <span>[[Member_Management-Member_Management_FAQs|Member Management FAQs]]</span> : Who can login to the Member Information Center? Can prospects, courtesy or non-members login?</div>
 
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  <div style="color: #808080; font-family: Cambria; font-size: 18pt; margin-bottom: 12pt;"><span id="wwpID0E0UB0FA">Who can login to the Member Information Center? Can prospects, courtesy or non-members login?</span></div>
 
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TB0FA">Ability to login to the Member Information Center is determined by permissions assigned in their permission set. </span></div>
 
 
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SB0FA">Prior to 1/17/2014, only those members that were also displayed in the public member directory were eligible for login to the Member Information Center. Now if the checkbox "Allow Login to MIC” is selected on the permission set assigned to the rep, then a rep will have access to the MIC limited to the permissions assigned to them. </span></div>
 
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SB0FA">Prior to 1/17/2014, only those members that were also displayed in the public member directory were eligible for login to the Member Information Center. Now if the checkbox "Allow Login to MIC” is selected on the permission set assigned to the rep, then a rep will have access to the MIC limited to the permissions assigned to them. </span></div>
 
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RB0FA">[[Image:Member_Management-Who_can_login_to_the_Member_Information_Center_3f-image27.png]]</span></div>
 
   <div style="font-family: &quot;Times New Roman&quot;; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0RB0FA">[[Image:Member_Management-Who_can_login_to_the_Member_Information_Center_3f-image27.png]]</span></div>
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   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0PB0FA">Members with Prospective membership status will automatically have the </span><span style="font-weight: bold;">Prospect</span> permission set applied even if another permission set is displayed as their assigned permission set.  This automatic default to the <span style="font-weight: bold;">Prospect</span> permission set gives fewer things to think about when moving a member to active membership status; the previously assigned permission sets of Primary, Billing and Standard will immediately begin applying without further action from you. So make sure when you setup a prospective member that the appropriate future permission sets are selected for the reps.</div>
 
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0PB0FA">Members with Prospective membership status will automatically have the </span><span style="font-weight: bold;">Prospect</span> permission set applied even if another permission set is displayed as their assigned permission set.  This automatic default to the <span style="font-weight: bold;">Prospect</span> permission set gives fewer things to think about when moving a member to active membership status; the previously assigned permission sets of Primary, Billing and Standard will immediately begin applying without further action from you. So make sure when you setup a prospective member that the appropriate future permission sets are selected for the reps.</div>
 
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0OB0FA">Of course, inactive members and reps will not be allowed access regardless of this checkbox.  This change means that prospects, non-members, and courtesy members could have access to the MIC at your discretion without a requirement that they also display in the public member listing.</span></div>
 
   <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0OB0FA">Of course, inactive members and reps will not be allowed access regardless of this checkbox.  This change means that prospects, non-members, and courtesy members could have access to the MIC at your discretion without a requirement that they also display in the public member listing.</span></div>
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Revision as of 14:38, 12 August 2015

Ability to login to the Member Information Center is determined by permissions assigned in their permission set.
Prior to 1/17/2014, only those members that were also displayed in the public member directory were eligible for login to the Member Information Center. Now if the checkbox "Allow Login to MIC” is selected on the permission set assigned to the rep, then a rep will have access to the MIC limited to the permissions assigned to them.
Member Management-Who can login to the Member Information Center 3f-image27.png
For member logins, it is the "Enable Login" on the Web tab. Best practice would be to use the individual rep logins so that you have more control over the permissions that are granted.
Members with Prospective membership status will automatically have the Prospect permission set applied even if another permission set is displayed as their assigned permission set. This automatic default to the Prospect permission set gives fewer things to think about when moving a member to active membership status; the previously assigned permission sets of Primary, Billing and Standard will immediately begin applying without further action from you. So make sure when you setup a prospective member that the appropriate future permission sets are selected for the reps.
Of course, inactive members and reps will not be allowed access regardless of this checkbox. This change means that prospects, non-members, and courtesy members could have access to the MIC at your discretion without a requirement that they also display in the public member listing.