Members

Learn how to create and manage members in your organization.

Access to certain features is restricted based on role type in an effort to reduce item exposure and promote process integrity. Please see the member role description page for information on permissions.

To create or manage members in your organization, you start by navigating the Members option in the Admin menu.

Managing Members

The Members page is where you can manage the members of your organization that will be involved with the operations of a specified region*.

*Region Administrators will only see the region in which they manage. Site Administrators will have the ability to filter by region, if your organization has multiple regions.

Members Page

There are several components to the Members page:

• Search Bar

  • You can filter your search by region (if a Site Administrator with multiple regions)

  • You can filter your search by role

  • You can search by inputting a keyword (e.g. login, first name, last name)

  • You can opt to include inactive accounts if you are searching for former members (only active members are included by default)

• Members Table

  • All members in the given region(s) will appear in a table format

  • Columns are:

    • Status (unlabeled)

    • Login

    • First Name

    • Last Name

    • Client Region

    • Role

  • If there are more than 20 members, the table will have pages with up to 20 records per page

• Member Details

  • You can open the member details page for a member by clicking on their login

  • Options on this page are:

    • Edit - Edit personal information or leaves notes (you cannot change their role type)

    • Done - navigate back to the member table

    • Send Welcome Email - sends a new welcome email to the email on record for that member

    • Send Password - sends a password reset link to the email on record for that member

    • Details - the default tab showing the member information in view-only mode

    • Notes - the secondary tab showing any notes on the account in view-only mode

• 'New' Button

  • This will take you to a form to create a new member

Member Details

To manage members of your organization, locate them on the members page and click on their login.

This will take you to their account page where you can review their information, send a welcome email, send a password reset link, or edit their account.

• If you wish to return to the previous page to return to the list of members, click on 'Done'

• If you wish to make changes to personal information, leave notes, or make the account active/inactive, click on 'Edit'

When editing a member account, you can change any information on the account with the exception of the role assigned to that account.

If your intention is to remove the account, you will simply change the account status from active to inactive.

Creating New Members

To add new members to your organization, click the 'New” button on the top right of the page.

This will take you to a form to fill out the necessary information needed to create the member account and assign the type of role the account will be.

Additionally, you will have the options to assign a time zone to the account and leave notes if desired.

Once you hit ‘Save’ and create the account, the member will receive a welcome email and will be invited to create a password.

Please note: once a role type is selected, it cannot be changed. To change roles, a new member account with the appropriate role selection must be created for that user.

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