COGR

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. NOTE: You can enter multiple domains by entering a comma between each domain.

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.

How to Add Events to the Calendar

• To add events to the calendar, you must be logged in as an Administrator.
• Click on the CALENDAR under the RESOURCES menu item and click on the day that your event begins.
• You will enter the End Date, Start Time, End Time, Event Name and Details; click SUBMIT to save the event to the calendar.
• If you need to edit any calendar events, login and click on ADMIN, MANAGE ADD-ONS, CALENDAR and CALENDAR EVENTS. Click on the paper/pencil icon next to the event you want to edit, make the desired changes and click OK to save them.