Difference between revisions of "COGR"
From Contensive Wiki
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*Click on the MEMBERSHIP tab and select TRADE ACCOUNT from the TYPE field | *Click on the MEMBERSHIP tab and select TRADE ACCOUNT from the TYPE field | ||
*Click OK | *Click OK | ||
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'''Step 3: Create Primary Contact for the Account''' | '''Step 3: Create Primary Contact for the Account''' | ||
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*Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER | *Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER | ||
*Click on the ACCOUNT you just created | *Click on the ACCOUNT you just created | ||
| − | *Select the PRIMARY CONTACT from the drop down | + | *Click on the ORGANIZATIONS tab and click ADD |
| + | *Select the organization from the drop down, click ADD | ||
| + | *Click on the DETAILS tab and select the PRIMARY CONTACT from the drop down | ||
*Click SAVE | *Click SAVE | ||
*Click on the PEOPLE tab and check the box in the MEMBER field for the person you just added | *Click on the PEOPLE tab and check the box in the MEMBER field for the person you just added | ||
*Click SAVE | *Click SAVE | ||
Revision as of 15:40, 19 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
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
- Click on the ORGANIZATIONS tab and click ADD
- Select the organization from the drop down, click ADD
- Click on the DETAILS tab and select the PRIMARY CONTACT from the drop down
- Click SAVE
- Click on the PEOPLE tab and check the box in the MEMBER field for the person you just added
- Click SAVE
