Add Rep to a Member

1. Click Members on the left side menu.
2. Select the member you are adding a rep to from the Members dropdown list in the top toolbar.
3. On the Reps tab, click Add a New Rep.

   

4. Complete the form on the Contact Information section of the "Add a New Representative" screen.
5. Click Finish.

Note: Alternatively, you can add a new rep by selecting "Representative" from the Add button in the top toolbar. If the Rep name already exists on the same or a different member, a warning message will appear that displays the name of that member. You may continue on and create the rep if desired.

1. Greeting: Specify the common name used by this individual. 
2. Rep is currently active with this member: When selected, this rep will be included whenever “active” reps are selected. This checkbox should be de-selected when the rep no longer is participating in membership. This checkbox may be manually de-selected here but may automatically be de-selected when the member is dropped through selections made at that time.
3. Primary Contact: Make this rep the primary contact representative for the member.
4. Billing Contact: When selected this rep will be included whenever “Billing reps” are selected. Billing transactions typically are addressed to the “Billing rep”. See information on “Edit Billing Contact”.
5. Contact Preference: Select how the contact prefers to receive communications. 
6. Email: Note that the email address listed here by default is the email address provided on the General tab. This can be edited to contain the rep's individual email if desired.
7. Comments: Comments are viewed only by staff who access this page. This cannot be viewed by the member/rep.