¶ Creating a User in aMember
¶ PURPOSE
For B2C customers, we will create a user in aMember if the customer has not registered through the website.
For B2B clients, we set up users as per the company's request.
¶ LOGINS
- aMember
¶ PROCEDURES
- Log in to aMember
- Click on “Add User”
3. Fill out necessary fields.
¶ GENERAL
- Username: initial of the user's first name + last name (all lower case)
- Password: click on generate
- Name: enter first & last name
- Email: enter email address
- User Groups (for B2B): Enter group from the dropdown
If the group is NOT included in the dropdown, click on Edit Groups
Scroll to the bottom and click on “Add User Group”
Enter group name on “Title” then click Ok
¶ Newsletter Subscriptions: (these are usually automated after you have assigned a product for them)
¶ For B2C
- AMEMBER: B2C Active Users
- AMEMBER: LIVE TRAINING - ALL ACTIVE USERS
¶ For B2B
- AMEMBER: B2B Active Users
- AMEMBER: LIVE TRAINING - ALL ACTIVE USERS
- AMEMBER: Plan Academy PRO Plan (If they subscribed to the PRO Plan)
For managers: AMEMBER: Group managers
¶ ADDITIONAL FIELDS (for B2B)
- Company: Enter the company the user is working for (you can copy it from the “User Group” field)
- Job Title (optional): Specify the user’s role or job title within the company, if available.
- Lead Type: Select the appropriate lead type
- B2B
- B2C
- Education group
- PA Internal / Tester
- Free accounts for friends
- Partner Accounts
¶ ADDRESS INFO (if applicable)
- Check the “Send Registration E-mail to this user”
- This triggers an “activation email" to the user. - Click on Save
