How to Create an Unsynced Staff/Member Record

How to Create an Unsynced Staff/Member Record

Open the Membership Directory      

  1. Select the Welcome Drop-Down Menu.
  2. Click on "Membership.

  3. On the second row of tabs, click on "Manage Members".
  4. Click on "Add New Member".

  5. Enter the Required Contact Information: 
    1. Name
    2. Name on Mailing Label
    3. Email Address(es)
      1. Check the boxes for Primary (allows member to receive emails) and Private (hides from member directory)
    4. Phone Number (optional)
      1. Check the boxes for Primary (allows member to receive emails) and Private (hides from member directory)

  6.  Switch to Address Information Tab
    1. Enter in Residential Address
      1. Check the box for Private if you would like this information to not display in the member directory
  7. Click Save Changes

Send Member an Invitation

  1. Switch to the Personal/Web Info Tab.
  2. Click the "Send Create Account Invite Email" Button
Note: If you do not see the option for Send Create Account Invite Email, make sure that you have saved an email to the profile. This step must be completed in order to send the invitation email to the user.

Edit User Permissions

If a staff member or resident should have administrative privileges:
  1. Switch to the Personal/Web Info Tab
  2. Click on "Edit User Roles"

  3. Select the appropriate permissions in the "Roles" box.
  4. Click "Save Settings"

  5. If this is a staff member, switch to the Membership Tab.
  6. Check the box for "Remove from Directory".
  7. Click "Save Changes".


Note: Full administrative access only requires the "Association Manager" and "Webmaster/Site Admin" roles. In order to assign these roles, you must have them yourself.




    • Related Articles

    • Add or Invite an Employee

      Add an Employee Employees may be granted administrative access to the Portal. Some accounting software partners pass the employee records over to the portal; these synced employees will have an existing record, so you can skip down to Invite an ...
    • Configure Member Settings

      To configure the Member Settings see the steps below. Click the Welcome "Your Name Here" menu Select Membership Click the Configure Member Settings link Configure Site Settings:        Show Member Home Page:  Allows logged-in members to view a ...
    • How to Manage the Document Library as a Board Member

      As a Board Member you have the ability to create new folders with the option to select whether it is visible by board members, residents, or both and upload documents.  How to create a folder and add documents: 1. From the menu click on Go to Board ...
    • How to Add or Delete Board and Committees Members

      This article will show you how to set up your board of directors and other committees as well as how to remove a board member from their position. Navigation:  Login → Welcome → My Board Area → Manage the Board Members Board/Committee Set-Up:   ...
    • Creating Document Libraries and Uploading Documents

      This article will cover how to create a new document library, upload documents, and remove or rename a document You must be logged in with an administrative account in order to perform these actions. Creating a New Document Folder Click on the ...