The Goal: Change the access level an individual contact has to your Info Hub, controlling what they can see and do when they log in.
Before You Begin:
- You need staff access to open a contact profile and edit user login settings.
- Know which access level the individual should have. If you configured your Member Application form to automatically provide Info Hub access, the individual filling out the member application is routed to the log-in page where they create their own account and are given the access level you selected in the Log-in settings. When you add new contacts through the database, those contacts are given the default access you set up in the Log-in settings.
- Have the contact record open if you also intend to send login instructions.
Step-by-Step Instructions
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In the individual contact profile, click the ellipsis icon in the upper right
and select User Login.
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This opens the Edit User Access window.
- Select the User Access Level you wish to provide this user from the list. This option provides the access level to the individual’s own info (the My Info tab, the Billing options, etc.).
- If the individual is related to organizations, select the desired access level the individual has within the related organizations. By default, this is the same access level as the individual access level. When the user accesses the Info Hub, the user will have the greater of the two permissions.
- Click Done.
Common Pitfalls
- Forgetting the related-organization access level: When a contact is related to organizations, the user receives the greater of the individual and organization access levels. Set both deliberately, or the user may end up with more (or less) access than you intend.