Creating Accounts

Overview

There are several ways that you can create an account. The standard way is to create an account from the administrative control panel, however you can also auto-create accounts when a member registers.

From the Administrative Control Panel

  • From the "Quick AddAdditional InformationThe quick add menu is located in the primary navigation bar. It is a green icon with a white plus sign." menu, click on "Account".
  • The "Create Account" slider will appear (pictured above).
  • Only a handful of fields are required to create an account. Those fields are "Company Name" (Item 1), "Name" (Item 2 - this is the name of the account), and "Contact Frequency" (Item 3 - this is used to control how often contacts and members in this account should be contacted by employees).

Customizing the Form

You can customize the fieldsets that appear on this form by editing the fieldset you wish to appear here and clicking on the "Account Add" scope.

From Registration Forms

If your form has the "Company Name" field assigned to it, you can tell Zenbership to automatically create an account when a form is submitted. To do this, set the "Create Account?" field to "Yes". Note that the member registering will be set as the "Master Member" on the account.

  • Click here for information on creating registration forms

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Details

Published on 2013/07/16.
Last updated on 2013/07/16.

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