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 a Company Administrator, a user has the ability to perform tasks and update information on behalf of other users from the same company. Actions related to Membership that a Company Administrator can perform include:
- Adding Persons
- Updating membership information
- Purchasing or renewing memberships on behalf of other users.
This section highlights some of the common activities a Company Administrator can perform related to membership. For detailed information on Aptify's Membership functionality refer to the Aptify 5.5 Customer Member Management Guide.
Adding Persons
Company Administrators have the ability to add users in two ways. The first is through the basic line interface, where the admin can enter details manually and add rows as needed for additional users. The second method is via an Excel template, created by Aptify and included for download on the Add Members page. Users can download the template; update it with all of the information related to the members they'd like to add and then upload the completed template to add multiple users at one time, which is ideal for adding a larger number of users.
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If users on your site cannot access the Add Members page, please check the permissions of the web site's App_Data folder. At a minimum, the IIS_IUSRS group needs Modify permission to the App_Data sub-folder in order to access the Add Member page. |
Adding Persons Manually
To add members manually refer to the steps below:
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Adding Persons With the Excel Template
To add persons with the Excel template refer to the steps below:
- From the Add New People page, download and update the template supplied on the lower left corner.
- Browse to the updated template file, and select Upload.
- Note: Larger files may take a longer period of time since there are a number of records being created and if creating web users, notifications are sent as part of the creation process for each user.
- Completed updates will display a confirmation, as shown below.
- You can open the AddPerson.xlsx file to see the upload status for each of the new record in the comments column.
Purchasing and Renewing Memberships
The Company Administrator has the ability to purchase new memberships and renew existing memberships on behalf of other company persons.
Enrolling New Members
A Company Administrator can enroll new members on the e-Business site. This feature is available on the Manage My Group landing page, and via the drop-down menu (as shown below).
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The Enroll New Members page, only displays details for non-members (as stated at the top of the page). Company Administrators can select the person(s) they want to purchase memberships for, what type of membership, and specify each membership's individual auto-renewal status.
Complete the steps below to place a membership order:
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- By default, the Select Product drop-down menu only shows individual membership products; that is, membership products tied to a Member Type with DefaultType set to Persons.
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Using the new Renew Membership Feature, Company Administrators have the ability to perform the following functions for members within their company:
- Renewing Memberships
- Enabling or Disabling auto-renewal for memberships
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The Company Administrator has the ability to renew memberships on behalf of other Persons from the same company. The Renew Membership page displays Persons with existing memberships and their status to allow Company Administrators to renew memberships that have lapsed or to update their renewal settings.
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Other Membership Functions
Member Certification Summary (Issue 14344)
The Membership Certification Summary displays the certification or license status for the persons in a Company Administrators company. This page also allows the Company Administrator to add CEUs for particular members.
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Renewing Subscriptions
The Subscription Renewal feature performs the same in all functional aspects as a Membership renewal. It displays the existing subscriptions, allowing Company Administrators to select subscriptions for renewal, and modification to the auto-renewal preferences. Refer to the steps under Renewing Memberships for a related example.
The Subscription Renewal option is available from the Manage My Group drop-down menu.
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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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With e-Business 5.5.1, the Company Administrator is able to perform tasks and update information on behalf of other users for Meetings and Events. Actions available to the Company Administrators include:
- View event details for Upcoming and Past Events
- Search for Events with the name or venue details
- Register persons (individuals and groups) for meetings and events
- Changing persons meeting attendee status
- Complete a meeting attendee transfer (e.g., transferring one person for another in the same meeting registration)
- Completing a meeting transfer (e.g., transferring an existing person's meeting registration to a new meeting)
This section also includes two examples of some of the Meetings and Events functionality in e-Business 5.5.1 for Company Administrators. The information is intended to provide context for these updates and overview information for some of the common scenarios.
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For detailed information on Aptify's Meeting functionality refer to the Aptify 5.5 Meeting and Housing Management Guide. |
Event Registration
The Event Registration feature is available from the Company Administration's Manage My Group dashboard page, or Manage My Group drop-down under Meetings/Events Management Event Registrations. Company Administrators can view and search for Upcoming or Past Events and view related event and attendee details.
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On both the My Meetings page and under Event Registrations (for Company Administrators) meetings linked to classes are displayed by default, regardless of the "ShowMeetingsLinkToClass" navigation file setting. That setting currently applies only to Upcoming Events and the Meeting Center page. |
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Group Registration
When a Company Administrator views a Meeting Information page, an additional button labeled Register Group appears at the bottom of the screen, as shown below.
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Here is how a Company Administrator registers multiple people from his/her company for the same meeting:
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- All selected sessions will be added to the cart for all of the selected registrants. The administrator can remove sessions for particular individuals as needed from the shopping cart.
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Transfer Registration to New Attendee or to a New Meeting
The Attendee Transfer and Meeting Transfer functionality is available for use by a Company Administrator via the Company Administrator Landing Page or on the Manage My Group drop-down under Meetings/Events Management. The Attendee Transfer and Meeting Transfer landing pages display a list of scheduled meetings, where a Company Administrator can select the meeting and update the status for any existing attendee. The steps for performing an attendee transfer and a meeting transfer are similar. Refer to steps below for an example scenario for the Meeting Transfer process:
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