Some times association staff want to log in to the Info Hub to get a better idea of how it works and what members experience using the MemberPlus app. While it is certainly understandable why they would want to do this, DO NOT use the same email address as the staff login to the back office!
Best practice is to have separate accounts/records for the staff-level login to the back office versus the member-level login to the Info Hub. The best way to do this is to have two separate contact records- one for the staff-level login account, and one for the member-level login account.
Assigning both staff-level access (i.e. back office access) and member-level access (Info Hub access) on the same contact record usually results in neither login working correctly. When logged in to the back office as staff, the staff member may not be able to access everything they should; when logged into the Info Hub, they may have access to things they shouldn't. It can also result in staff being unable to log in to either location, and password resets not working. This is a result of the system using one email address for both logins and applying potentially conflicting access levels.
The setup for a staff member who also needs a dedicated member-level account to the Info Hub should be as follows:
- The staff-level back office access level should be tied to one contact record, related to the organization record, and containing their staff info (email, phone, etc).
- The member-level Info Hub access level should be tied to a separate contact record, manually set up with the needed member-level user access level.
Example:
Sam Taylor is a part time staff member with Nova Valley Chamber, helping out with entering payments and event coordination. Sam is also the owner of a boutique floral shop called Sam's Blossoms, and the floral shop is a member of the chamber.
As a part time chamber staff, Sam has a sam.taylor@novavalleychamber.org email address. She also has her business email, sam.taylor@samsblossoms.com.
Sam should have two contact records, one with her staff email and staff access that is related to Nova Valley Chamber and one with her business email and Info Hub access related to Sam's Blossoms.
Sam's chamber STAFF record with staff access:
Sam's chamber MEMBER record with Info Hub access:
Keeping staff and member access levels separate ensures that staff don't run into unexpected challenges with their staff tasks, and allows for inactivation when needed without affecting their member access.