Federal Managers Association

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Users Guide for FedManagers.org

Entities

  • People (aka user,member)- A record in the People table.
  • Organization (aka company) - An entity under which people may be attached
  • Group (aka list) - A collection of people
  • Account - an entity in ecommerce that can carry out transactions. All ecommerce properties are assigned to an account. An account has primary and billing contacts.
  • Membership Account - an Account that includes a Membership Type. An account should only be converted to a membership account through the site's Join form.
  • Membership People - People listed in the People tab of a membership account in Membership Manager. people records that have a valid membership-people-rule to an account. When this happens, the person is listed in the people tab of the membership account in membership manager
  • Membership Organizations - Organizations listed in the organization tab of a membership account in Membership Manager.

Roles

  • Administrator - Has edit access to all content. Create an administrator by checking the Admin checkbox in any people record.
  • Guest - A site visitor with no privileges to see private content or edit
  • Regional Director - Defined as any non-admin user selected as the Regional Director within a Region record. Can see information about members of their region and also the Balance Report for all chapters in their region
  • Primary Contact - Defined as any non-admin user selected as the Primary Contact in any Account record. Can see and edit information about members of their chapter and to see a list of all transactions for the chapter
  • Billing Contact - Defined as any non-admin user selected as the Billing Contact in any Account record. Can see and edit information about members of their chapter and to see a list of all transactions for the chapter
  • Board of Directors - Defined as any user included in the group named "Board of Directors".
  • User with a Membership Association - A user listed in the People tab of an Account in Membership Manager
  • Departed Member At Large - A user with a Membership Association to a canceled membership account, who has a Date Deleted in the "Departing" tab of their people record.

NOTES:
To set up someone as a Regional Director:
Login and click on ADMIN. Click on FMA AFFILIATES and then REGIONS. Click the paper/pencil icon next to the region you want to edit. Select the REGIONAL DIRECTOR from the drop down. (To be included in the drop down, the user record must have CONTROLLING CONTENT set to MEMBERS in the CONTROL INFO tab). Click OK to save changes. Also, make sure the PEOPLE RECORD for the Regional Director is included in the group DASHBOARD ACCESS to ensure the user can get through the block on the dashboard page.

To set up someone as a Chapter President:
Login and click on ADMIN. Click on FMA AFFILIATES and then ACCOUNTS. Click the paper/pencil icon next to the account you want to edit. Click on the CONTACTS tab and select the CONTACT from the drop down that you want to set as Chapter President. (NOTE: This list is populated from users belonging to the ECOMMERCE CONTACTS group; if the person you want to set as Chapter President is not in the drop down, go to the user record and select ECOMMERCE CONTACTS in the GROUPS tab.) You will also set the billing contact here in the BILLING CONTACT field; this drop down list is also populated from the ECOMMERCE CONTACTS group. Click OK to save changes. Also, make sure the PEOPLE RECORDS for the Chapter President and Billing Contact are included in the group DASHBOARD ACCESS to ensure the user can get through the block on the dashboard page.

To set up a user as belonging to the Board of Directors:
Login and click on ADMIN. Click on MANAGE USERS and then PEOPLE. Click the paper/pencil icon next to the person you want to edit. Click on the GROUPS tab and select BOARD of DIRECTORS and DASHBOARD ACCESS (to ensure the user can get through the block on the dashboard page). Click OK to save changes.

If you are an Administrator: You can access dashboard features from the admin part of the site as well. Login and click on ADMIN. Next choose, MANAGE ADD-ONS, FMA AFFILIATES and then FMA FEATURE LIST. You will see links to Add Chapters, Modify/Delete Chapters, Add Members, Modify/Deleted Members, access Chapter Rosters, access various reports, etc.

Admin Reporting

These reports are available from the FMA Feature List addon, typically placed on the desktop.

Chapter Rosters - This is a link to the Public Site Report "Show All Members"

Reporting - Summary Departing Members

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report Titled "Summary Departed Members"
  • Report lists all people records with "Expiration Date" between the two dates entered
  • NOTE: this is not related to any other people field, like active.
  • NOTE: this report does NOT check any association to an account

Reporting - Departing Affiliate Members

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report titled "All affiliate members within the expiration date"
  • Report lists all the people record with previousAccountID not empty, and a dateDeleted between the selected DepartDates, order by last name
  • NOTE: this is not related to any other people field, like active.
  • NOTE: this report does NOT check any association to an account

Reporting - Departing Members At Large

  • User selects a "Start DepartDate" and "End DepartDate"
  • Report Titled "All members at large within the expiration date"
  • Report lists all People with a membership association to an account where the account has membershipStatus "canceled" and the persons dateDeleted is between the selected DepartDates
  • order by last name

Reporting - All Members

  • Report Titled "All Members Report"
  • Report lists all People with a membership association to an account, where the person is active, the account is active and the account has membershipStatus not canceled
  • ordered by person's last name
  • NOTE: selection does not consider if the account is closed.

Reporting - Summary Added Members

  • User selects a "Start JoinDate" and "End JoinDate"
  • Report is divided into sections, one section for each region
  • Report lists all People with a membership association to an account that has the specific region set, and the person has the field expirationDate between the selected JoinDates
  • NOTE: selection does not consider people active field.
  • NOTE: selection does not consider account active field.
  • NOTE: selection does not consider region active field.
  • NOTE: selection does not consider if the account has membership status canceled.
  • NOTE: selection does not consider if the account is closed.
  • NOTE: selection does not consider membership type

Public Site Database Reporting

Show All Members

  • Report Titled "Members within all Chapters"
  • report lists all people with membership association to membership accounts where
  • active people
  • active accounts
  • membership status not canceled
  • ordered by person last name
  • NOTE: selection does not consider membership type

Departing Members

  • Report Titled "Departing Members within all chapters"
  • Report lists all people with membership association that have either an account with membership status canceled, or Previous Account set in their people record

- NOTE: selection does not consider people active field. - NOTE: selection does not consider account active field. - NOTE: selection does not consider region active field. (rows with inactive regions will display a blank region) - NOTE: selection does not consider if the account has membership status canceled. (if people.previousAccount is set, account status does not matter) - NOTE: selection does not consider if the account is closed. - NOTE: selection does not consider membership type


Balance Report - Report Titled "Regional Balance Report" - Generates the appropriate transaction columns for every active account that qualifies, based on the role of the user requesting the report. - If the user is an Admin or a Board of Directors, all rows with valid Regions are included. - If the user is not an Admin or a Board of Directors, but the user is a Primary Contact, all accounts with this primary contact are listed. - If the user is not an Admin, Board of Directors, or Primary Contact, the the user only sees accounts for which he is the region's Regional Director or the region's Primary Contact.

Regional Balance Report by Chapter - This is an alternate button that takes you to the same Balance Report. It is displayed only for Admins.

Joining FMA

  • Member-at-Large Use the online join form to join FMA.
  • Associate Use the online join form to join FMA.
  • Retired Life Member Use the online join form to join FMA.
  • Chapter Memberships This includes Chapter Regular, Chapter Associate, Chapter Life and Chapter Retired; must be added to chapter membership by an authorized admin.
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