Members

Allows a client to be a primary account holder and manage other clients when logged into the Web Registration module.  Also allows a client to be a member of another client as the primary account holder.

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Main Menu > Clients > Members

Applies To:    Enterprise    Plus    Basic

Details 

• All client records can either be tagged as an Individual or Corporate account from the Client Type field.
• All New Accounts created through the Web Registration are set to Individual by default.  Corporate clients can only be tagged by a user through the Administrative Module.
• Corporate accounts have the ability to purchase quantity seats in courses without providing a name for each registrant.  Individual accounts do not have this permission.
• Members can be added to a primary account holder membership list.
• Members can also be added to a primary account holder by the primary account holder when logged into Web Registration.  However, if the member file already exists and they are not creating a new member account, the link between the primary account and the member account can only be done through the Administrative module.
• A primary account holder cannot have more than one relationship with each other.  A primary account holder cannot also be a member of a client that is also a member of the primary account holder.  However, a client can be a member in more than one primary account.
• Members can also log in and manage their own individual registrations but cannot see the registrations of other members or of the primary account holder.
• Relationship: Identifies the type of relationship the Member has with the Client.  The relationship list is not user-defined. Required field.
  

Important Notes

• This table only has an Edit option to alter the relationship.  To modify other values of a member record, the member record must be deleted and then added again with changes. 
• A member cannot be deleted if the member is linked to an Assignment via the Primary Member record.
• When a primary account holder registers a member via the WebReg module, the member’s Assignments are automatically linked to the primary account holder. 
• When a primary account holder is logged into the MyAccount section of the WebReg module, the only member registrations the primary account holder can view are those Assignments linked between the member and primary account holder.