Difference between revisions of "Adding New Members to Bulk Membership Accounts"

Latest revision as of 17:01, 4 June 2015

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.

Adding a Contact

To add a contact, follow the steps below:

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

Adding an Organization

To add an organization, 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.