My Account

Managing Your Account Profile

The Account Profile page stores your name, email, password, phone and photo. Click on the person icon to change any of those account fields. Click SAVE when you are done.

Manage Subscriptions

Click on the arrows icon to get to the Manage Subscriptions form, which enables you to join any group that is marked as "Allow Public Join". To join a specific group, click on the check box next to that group and click SAVE.

Managing Online Payments

Click the $ icon to get to this page. The Online Payments page shows current invoices outstanding. On this page you can choose to pay one or more invoices by selecting the invoices you wish to pay and then entering credit card information and clicking MAKE PAYMENT.

Updating Payment Information

Click on the credit card icon to get to this page. The Update Payment Information page is where you can store and edit information about your payment methods, including credit cards and online checks (if enabled). Click ADD to add a new payment method, and click on a payment method to edit any information included about that payment type. Click SAVE when you are done adding or changing information.

Searching Account History

Click on the clock icon to get to the Account History page, which shows information about all of your previous invoices and payments.

Managing Staff

Click on the people icon to manage staff if you are authorized to perform this function. You can add new users by clicking on ADD USER or edit existing users by selecting them and clicking UPDATE. After you add or edit users, click SAVE to store your changes.

Managing Organizations

Click on the organization icon to update organization information if you are authorized to perform this function. You can update the company name, address, phone number, web, email or annual revenue amount. You can also upload a new logo. After you add or edit information, click CLOSE to store your changes. NOTE: This section is only visible if the account has organizations associated with it.

Certificate and Certification Management

Click on the Certification icon to update CEU credits for a specific certificate or certification.

Adding New Certificate or Certification Types

• Login and click on ADMIN, MANAGE ADD-ONS, ECOMMERCE.
• Then select either the Certificate Type or Certification Types table.
• Click ADD to add a new record or click the paper/pencil icon to edit an existing record.
• Add the Certificate or Certification Name in the DETAILS tab and the Required CECs in the CERTIFICATES tab.
• Click OK to save changes.

Adding New Certificates or Certifications

• Login and click on ADMIN, MANAGE ADD-ONS, ECOMMERCE.
• Then select either Certificates or Certifications table.
• Click ADD to add a new record or click the paper/pencil icon to edit an existing record.
• Add the Certificate or Certification Name in the DETAILS tab
• For Certificates, select the Certificate Type, and add the Member ID, Paid Order ID in the CERTIFICATES tab; also upload a Certificate PDF if available.
• For Certifications, select the Certification Type, and add the Member ID, Date Certified, Date Recertification is necessary and Paid Order ID in the CERTIFICATIONS tab.
• Click OK to save changes.

NOTE: A user must have a certificate or certification entered in order to have access to the Certifications tab in My Account.

The Certificate/Certification Dashboard

• The CEU Manager dashboard page shows a list of a specific user's certificates and certifications and their current status.
  
• Certifications show:
  • Certification Name
  • Date Certified
  • Recertification Date
  • Required CEUs
  • Actual CEUs

• Certificates show:
  • Certificate Name
  • Required CEUs
  • Actual CEUs

NOTES:

• The "Actual CEUs" column is calculated by the system.
• The Certificate and Certifications list is linkable to the details about that certificate/certification

Adding CECs

• To add CEC credits, the user will click on the ADD CECs button next to current certificates or certifications.
• This takes the user to a screen where they can upload supporting documents and enter:
  • Event Name
  • Event Location
  • Event Sponsor
  • Event Date
  • Calculated CECs (round to nearest quarter hour)
• Click FINISH when you are done or ADD ANOTHER to continue adding credits.

NOTE: Information entered on this screen will update the Actual CECs for the applicable certificate/certification; credits will be based on a 60-minute hour. This means that a 60 minute workshop will equal 1.00 CE credit and a 75-minute workshop will equal 1.25 CE credits, etc.