Difference between revisions of "Edit Partners or Other Members"

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m (Beveiligde "Edit Partners or Other Members" ([edit=sysop] (vervalt niet) [move=sysop] (vervalt niet)) [cascade])
 
 
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Information about a Partner or Other Member can be edited by clicking on the Edit icon (paper & pen) alongside the name of the Partner or Member.
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Information about a Partner can be edited by clicking on the Edit icon (paper & pen) alongside the name of the Partner. Next, follow the steps as described in [[Add new Partners and their users]].
 
 
 
 
'''Partner settings'''
 
 
 
The following fields can be entered:
 
 
 
 
 
Name: Name of the Partner
 
 
 
 
 
Active yes/no: a Partner is usually active, but may be deactivated in certain circumstances. For example, if a museum or attraction is closed for an extended period of time (at least 1 year) or is closed permanently. This means that the data remains in the system, but that the Partner no longer appears in invitation lists and so forth.
 
 
 
 
 
URL: Link to the Partner’s website. Note! The URL needs to be complete, including ‘http://’ at the beginning.
 
 
 
 
 
'''Upload logo (Partners only)'''
 
 
 
Logo images can also be uploaded for Partners. File names may only contain letters and numbers; special characters are not permitted. JPG, GIF and PNG file formats can be used.
 
 
 
 
 
'''Link to modules (Partners only)'''
 
 
 
After a new Partner has been added and saved, it can be linked to one or more modules. To do this, find the Partner in the system and click on the ‘edit’ icon next to the Partner’s name. A screen will appear containing information about the Partner and the option of linking the Partner to a module. The Partner is linked to a module by selecting the required module in the ‘Add module’ field and clicking the ‘Add’ button. After a new Partner has been added and saved, users can be created for the Partner. To do this, find the Partner in the system and click on the ‘View users’ link. The ‘Add a new user’ link on this screen can be used to add a new user for the Partner in question.
 
 
 
 
 
'''Settings other members'''
 
 
 
 
 
The following fields can be entered and/or edited:
 
 
 
 
 
Name: the name of the other member
 
 
 
Phone: a phone number of the other member
 
 
 
Email: a valid email address of the other member
 
 
 
Notify by E-mail: This needs to be activated, in order to send the username and password.
 
 
 
Username and Password: This must be unique
 
  
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Information about an Other member can be edited by clicking on the Edit icon (paper & pen) alongside the name of the member. Next, follow the steps as described in [[Add Other members]].
  
  
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Used in [[Create/edit/delete Partners and their users and send password]]
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Used in [[Create/edit/delete Partners or Other members]]
  
 
Back to [[Account Administrator section]]
 
Back to [[Account Administrator section]]

Latest revision as of 19:10, 19 November 2015

Information about a Partner can be edited by clicking on the Edit icon (paper & pen) alongside the name of the Partner. Next, follow the steps as described in Add new Partners and their users.

Information about an Other member can be edited by clicking on the Edit icon (paper & pen) alongside the name of the member. Next, follow the steps as described in Add Other members.



Used in Create/edit/delete Partners or Other members

Back to Account Administrator section