- Click Directory in the left-hand panel. A list of your members will be displayed in alphabetical order. See View/Search the Member Directory for information on filtering your list of members.
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Click the name of the member in the list.
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- Click the arrow in the header bar.
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- Click Add Rep.
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- Enter the following information:
- First Name. Required
- Last Name. Required
- Email. Optional
- Title. Optional
- Is Primary. The slider will default to Green, indicating that this representative is the primary rep for the member. Slide the right to indicate that this rep is not the primary. NOTE: If the new rep is selected as primary, the member's existing primary rep will be changed.
- Click Save.