Difference between revisions of "COGR"

Revision as of 18:11, 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 IN 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