Difference between revisions of "COGR"
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(Created page with "==How to Add New Accounts== Step 1: Add an Organization *Login and click on ADMIN *Click on MANAGE USERS and then ORGANIZATIONS *Click ADD *Type in the name of the Organizat...") |
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==How to Add New Accounts== | ==How to Add New Accounts== | ||
| − | Step 1: Add an Organization | + | '''Step 1: Add an Organization''' |
*Login and click on ADMIN | *Login and click on ADMIN | ||
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*Type in the name of the Organization and click OK | *Type in the name of the Organization and click OK | ||
| − | Step 2: Add an Account | + | '''Step 2: Add an Account''' |
*Click MANAGE ADD-ONS, ECOMMERCE and then INVOICE MANAGER | *Click MANAGE ADD-ONS, ECOMMERCE and then INVOICE MANAGER | ||
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*Select the organization from the drop down, click ADD | *Select the organization from the drop down, click ADD | ||
| − | Step 3: Create Primary Contact for the Account | + | '''Step 3: Create Primary Contact for the Account''' |
*Click on MANAGE USERS and PEOPLE | *Click on MANAGE USERS and PEOPLE | ||
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*Click OK to save the record | *Click OK to save the record | ||
| − | Step 4: Finalize the Account Record Information | + | '''Step 4: Finalize the Account Record Information''' |
*Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER | *Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER | ||
Revision as of 17:15, 18 August 2015
How to Add New Accounts
Step 1: Add an Organization
- Login and click on ADMIN
- Click on MANAGE USERS and then ORGANIZATIONS
- Click ADD
- Type in the name of the Organization and click OK
Step 2: Add an Account
- Click MANAGE ADD-ONS, ECOMMERCE and then INVOICE MANAGER
- Click ADD
- Type in the account name
- Click on the MEMBERSHIP tab and select TRADE ACCOUNT from the TYPE field
- Click OK
- Click on MEMBERSHIP MANAGER tab at the top of the page
- Click on the ACCOUNT you just created
- Click on the ORGANIZATIONS tab and click ADD
- Select the organization from the drop down, click ADD
Step 3: Create Primary Contact for the Account
- Click on MANAGE USERS and PEOPLE
- Click ADD
- Enter contact information on DETAILS tab
- MAKE SURE YOU SELECT THE ORGANIZATION N THE ORGANIZATION FIELD
- Click on the PERMISSIONS tab and enter the USERNAME and PASSWORD
- Click on the GROUPS tab and select COGR MEMBERS
- Click OK to save the record
Step 4: Finalize the Account Record Information
- Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER
- Click on the ACCOUNT you just created
- Select the PRIMARY CONTACT from the drop down
- Click on the PEOPLE tab and check the box in the MEMBER field for the person you just added
- Click SAVE
