The guide helps AssociationsOnline you to manage your own role and other user's accounts (if you are a primary user).
From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.
From here you can:
Retire or switch your user type.
Manage authorised user access to associations (this activity is restricted to primary users).
Invite people to become new users in an association.
Accept or decline requests from other users.
AssociationsOnline Manage Users, by AssociationsOnline
Primary users can change their role to an authorised user for their linked association/s.
From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.
In the action drop down menu, select the change you wish to make:
Change to an authorised user, or
Retire
If you need to become a primary user again, you will need to request to be linked to your association as a primary user and have it approved by another primary user.
Click the ‘Go’ button on the bottom right to save your changes.
AssociationsOnline Manage my user account, by AssociationsOnline
Only primary users can manage the accounts of authorised users.
From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.
You can manage multiple users in the name box on this screen.
In the action drop down menu, select the change you wish to make:
Switch to user roles
Remove from association
Click the ‘Go’ button on the bottom right to save your changes.
AssociationsOnline Manage other users account, by AssociationsOnline
Only primary users can invite new users to join as a member of an association.
From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.
You must complete the following details of the new user
Title
Name (first and surname)
Email address
Action – send invitation
Click the ‘Go’ button on the bottom right to save your changes.
AssociationsOnline Invite User, by AssociationsOnline
Only primary users can approve or decline requests from other users to join an association.
From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.
Click on New user request tab
Any requests to join your association will appear listed here
In the action drop down list, select either :
Approve or
Decline
How to upgrade the user to an primary user - you will have to go a manage the user one approved.
Click the ‘Go’ button on the bottom right to save your changes.
AssociationsOnline Manage user requests, by AssociationsOnline
Watch our video guide on how to switch roles and manage other user accounts on AssociationsOnline.
