Difference between revisions of "COGR"
From Contensive Wiki
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'''Step 1: Add an Organization''' | '''Step 1: Add an Organization''' | ||
| − | *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 ADD | + | *Click ADD. |
| − | *Type in the name of the Organization and the email domain (the part of the email after the @ symbol that ends in .edu) and click OK | + | *Type in the name of the Organization and the email domain (the part of the email after the @ symbol that ends in .edu) 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. |
| − | *Click ADD | + | *Click ADD. |
| − | *Type in the account name | + | *Type in the account name. |
| − | *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. |
'''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. |
| − | *Click ADD | + | *Click ADD. |
| − | *Enter contact information on DETAILS tab | + | *Enter contact information on DETAILS tab. |
| − | *MAKE SURE YOU SELECT THE ORGANIZATION IN THE ORGANIZATION FIELD | + | *MAKE SURE YOU SELECT THE ORGANIZATION IN THE ORGANIZATION FIELD. |
| − | *Click on the PERMISSIONS tab and enter the USERNAME and PASSWORD | + | *Click on the PERMISSIONS tab and enter the USERNAME and PASSWORD. |
| − | *Click on the GROUPS tab and select COGR MEMBERS | + | *Click on the GROUPS tab and select COGR TRADE MEMBERS. |
| − | *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. |
| − | *Click on the ACCOUNT you just created | + | *Click on the ACCOUNT you just created. |
| − | *Click on the ORGANIZATIONS tab and click ADD | + | *Click on the ORGANIZATIONS tab and click ADD. |
| − | *Select the organization from the drop down, 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 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. |
==How to Add News Stories== | ==How to Add News Stories== | ||
| − | *Login and click on ADMIN | + | *Login and click on ADMIN. |
| − | *Click on MANAGE ADD-ONS, NEWS STORYS, STORY LIST | + | *Click on MANAGE ADD-ONS, NEWS STORYS, STORY LIST. |
| − | *Click ADD | + | *Click ADD. |
| − | *Type in all relevant information and click OK to save the new story | + | *Type in all relevant information and click OK to save the new story. |
| − | *The story will show up on the NEWS STORIES page, and the latest stories will be listed on the home page | + | *The story will show up on the NEWS STORIES page, and the latest stories will be listed on the home page. |
| + | |||
| + | ==User Registration== | ||
| + | *When users click the REGISTRATION button, they will see a pop up window asking for their full name and email address. | ||
| + | *When they click REGISTER, if their email domain matches one in a registered account, they will be added to that account and will have a new user record set up. | ||
| + | *The user will receive an email with their user name and password. | ||
| + | *If the user's email domain does not match one in a currently registered account, an email is sent to the New Registration Notification Group. | ||
| + | *If COGR wants to allow the user access to the Members Only section, someone can go to their user record and add them to the COGR INDIVIDUAL MEMBERS group. | ||
Revision as of 16:52, 31 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 the email domain (the part of the email after the @ symbol that ends in .edu) 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 TRADE 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.
How to Add News Stories
- Login and click on ADMIN.
- Click on MANAGE ADD-ONS, NEWS STORYS, STORY LIST.
- Click ADD.
- Type in all relevant information and click OK to save the new story.
- The story will show up on the NEWS STORIES page, and the latest stories will be listed on the home page.
User Registration
- When users click the REGISTRATION button, they will see a pop up window asking for their full name and email address.
- When they click REGISTER, if their email domain matches one in a registered account, they will be added to that account and will have a new user record set up.
- The user will receive an email with their user name and password.
- If the user's email domain does not match one in a currently registered account, an email is sent to the New Registration Notification Group.
- If COGR wants to allow the user access to the Members Only section, someone can go to their user record and add them to the COGR INDIVIDUAL MEMBERS group.
