The Goal: Assign the appropriate Info Hub access level to a member so they have exactly the rights they need when logging in.
Before You Begin:
- You need staff permission to edit a contact’s user login.
- The actions a member can perform via the Info Hub are driven by the Access Level you grant them. By default, new contacts are given “View Only” access — this lets the member view the Info Hub, update their own info, access their billing information, and pay bills, but does not allow them to enter new hot deals, job postings, events, and so on. Click Here for further information on access levels.
- Have the individual contact record open and know which access level the member should receive.
Step-by-Step Instructions
- From the individual contact profile tab, click the ellipsis
next to the Edit Individual button, and select User Login.
- Select the User Access Level you wish to provide this user from the Access Level dropdown list. The default user access level (defined at Settings > Staff & User Access > Login Settings) is displayed. This option provides the access level the individual has if they have an individual membership.
- If the user is affiliated to an organization(s), select the Access Level with Associated Organizations the user should have for each organization. NOTE: When the user accesses the Info Hub, if they have also been assigned a User Access Level above, they will be given the greater of the two access levels.
- Click Done.
Common Pitfalls
- Overlooking the organization-level access: When a member is affiliated with an organization, remember the system grants the greater of the User Access Level and the Access Level with Associated Organizations — setting only one may give more access than intended.