Member

Overview

The main difference between a Member or Business Associate Login and a normal Employee login is the security framework. The security framework is reversed for a Member.

A Employee has all functions as possible by default - capabilities can be taken away
A Member login has all functions not possible by default - capabilities need to be explicitly provided to the role
Member logins are used by external accountants and other persons who need access to some information or capabilities in the system. You can provide access only to one Host company at a time (one person can be given access to multiple Host Company (your business/s) 's)
Persons can have logins - to see if a person has a login navigate to the Person and view the Events/Relationships Tab showing the list of relationships they have they have.

How to use Member Screen

Navigate to Master List - rightclick refresh to populate, doubleclick to select
Person or Properties
* Check person record has an email address
Roles or Profiles Tab - add roles for the person to use - this determines the screens they can see
Assign company membership to determine the information they can view
Assign membership if they pay a regular charge for access to the system
Allow Login Flag set if want them to login
Save Navigate to Person or Properties

Check Advanced or Contact Tab for Login code
Password button to update password (Remember to save after entry of passwords)
Special button to send login reminder email

General Tab

Link to the Person
Description
Allow Login to
Start date, end date
Status
Sequence
Last Login or Logout
Email address the system uses to send information
Memberships this member has
Invoice amount paid for this membership
Open amount currently due
Invoice details
Member of company is which of your organisations the member has a membership for

Card Scan Tab

Correspondence Tab

The ability to track communications and also to send emails

Roles or Profile Tab

Links the roles that the member will have on login and this determines the screens that can be seen.

Master List Tab

Lists all members in the system