COGR
From Contensive Wiki
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.
