Admin at 17:01, 4 June 2015

2015-06-04T17:01:19Z

Admin: Created page with "To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for th..."

2015-06-04T16:59:53Z

Created page with "To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for th..."

New page

To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for the new member. <br />

'''Adding a Contact''' <br />

To add a contact, follow the steps below: <br />

#Login and click on ADMIN.
#Click on MANAGE USERS and then PEOPLE.
#Click on ADD to open a new user record.
#Enter all contact information in the DETAILS tab. (Note: You will select the organization in a later step.)
#In the GROUPS tab click on ECOMMERCE CONTACTS and DLI MEMBERS.
3Click OK to save the new record.

'''Adding an Organization''' <br/ >

To add an organiztion, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE USERS and then ORGANIZATIONS.
3. Click on ADD to open a new organization record.
4. Enter all contact information in the DETAILS tab.
5. Click OK to save the new record.
6. Go back to the USER record and select this organization in the DETAILS tab for the person associated with this organization.

Adding an Account

To add an account, follow the steps below:

1. Login and click on ADMIN.
2. Click on MANAGE ADD-ONS, ECOMMERCE and then ACCOUNTS.
3. Click on ADD to open a new account record.
4. Enter a Name for the Account.
5. Select the CONTACTS from the drop down menus in the CONTACTS tab.
6. In the MEMBERSHIP tab, choose one of the bulk membership types, such as Australian Association SubAccount.
7. Choose ACTIVE as membership status.
8. Enter a JOIN and EXPIRATION date.
9. Click OK to save the new record. The record ID will be the login for the account.

@@ Line 10: / Line 10: @@
 #Enter all contact information in the DETAILS tab. (Note: You will select the organization in a later step.)
 #In the GROUPS tab click on ECOMMERCE CONTACTS and DLI MEMBERS.
-Click OK to save the new record.
+#Click OK to save the new record.
 '''Adding an Organization''' <br/ >
-To add an organiztion, follow the steps below:
+To add an organization, follow the steps below: <br />
-. Login and click on ADMIN.
+#Login and click on ADMIN.
-. Click on MANAGE USERS and then ORGANIZATIONS.
+#Click on MANAGE USERS and then ORGANIZATIONS.
-. Click on ADD to open a new organization record.
+#Click on ADD to open a new organization record.
-. Enter all contact information in the DETAILS tab.
+#Enter all contact information in the DETAILS tab.
-. Click OK to save the new record.
+#Click OK to save the new record.
-. Go back to the USER record and select this organization in the DETAILS tab for the person associated with this organization.
+#Go back to the USER record and select this organization in the DETAILS tab for the person associated with this organization.
-Adding an Account
+'''Adding an Account''' <br />
-To add an account, follow the steps below:
+To add an account, follow the steps below: <br />
-. Login and click on ADMIN.
+#Login and click on ADMIN.
-. Click on MANAGE ADD-ONS, ECOMMERCE and then ACCOUNTS.
+#Click on MANAGE ADD-ONS, ECOMMERCE and then ACCOUNTS.
-. Click on ADD to open a new account record.
+#Click on ADD to open a new account record.
-. Enter a Name for the Account.
+#Enter a Name for the Account.
-. Select the CONTACTS from the drop down menus in the CONTACTS tab.
+#Select the CONTACTS from the drop down menus in the CONTACTS tab.
-. In the MEMBERSHIP tab, choose one of the bulk membership types, such as Australian Association SubAccount.
+#In the MEMBERSHIP tab, choose one of the bulk membership types, such as Australian Association SubAccount.
-. Choose ACTIVE as membership status.
+#Choose ACTIVE as membership status.
-. Enter a JOIN and EXPIRATION date.
+#Enter a JOIN and EXPIRATION date.
-. Click OK to save the new record. The record ID will be the login for the account.
+#Click OK to save the new record. The record ID will be the login for the account.

Adding New Members to Bulk Membership Accounts - Revision history

Admin at 17:01, 4 June 2015

Admin: Created page with "To add new members to bulk membership accounts, such as the Australian, Ontario or Alberta Association accounts, you must add a contact person, organization and account for th..."