Beginning with e-Business 5.5.1, Aptify introduces administration functionality with a new type of role/access, called the Company Administrator. In many cases, Companies designate personnel with the authority to perform certain tasks on behalf of the Company. The person designated for this position is usually responsible for purchasing products and publications, and processing renewals on behalf of the company and its members.
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As expected, any changes made by the Company Administrator on the e-Business site will update the Company record in the Desktop client. |
Company Directory
The Company Directory page displays all of the Persons records for people linked to your Company. This page allows a Company Administrator to perform the following actions:
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For additional details on managing subscriptions refer to the Aptify 5.5 Subscription and Dues Management Guide. |
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Examples of these features are included below. For detailed information on Orders functionality refer to the Aptify see Using Order Entry Guide.
Order History
By selecting the Order history option from the Manage My Group drop-down or by clicking the Order History button on the Company Admin Dashboard landing page e-Business displays a view of recent orders, (by default these will be sorted in descending order on the most recent data). The Company Administrator can sort the results by any of the columns displayed below, in addition to the ability to search for specific orders based on order details. Clicking the arrow to the left of each Order number displays a list of order lines for that order.
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