Mar 20, 2023
If you have configured your Member Application form to automatically provide Info Hub access, the individual filling out the member application will be routed to the log-in page where they will be able to create their own account and will be given the access level you selected in the Log-in settings. Additionally, when you add new contacts through the database, the contacts will be given the default access you have setup in the Log-in settings.
You can change an individual's access to the Info Hub:
- In the individual contact profile tab, click the ellipsis icon in the upper right and select User Login.
- This will open 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.
NOTE: This screen may also be used to send login instructions.