To create a single Member Login:
- Go to Setup--> Manage Users / Manage Users
- Click the Add One button
- Enter the new user's email, full name and permission
- Select Member as the user's permission and your confirm your organization's name.
- Link the correct family to the account you are creating by selecting the family name from the Family associated with this user list.
- Click the Submit button.
- If you are live, the user will receive an email inviting them to do a First Time login to establish their password for regular login.
Members can also be invited with a mass invite e-mail that provides a login link if they are already in your database with their correct email.
To Bulk invite your members, access Bulk Member Invite you must be logged into RakefetOnline / RakefetOnline-Hybrid as an Administrator.
To invite individuals to create an account, follow the steps below:
1. Go Setup --> Manage Users / Manage Users.
2. Click the +Bulk Invite Members button.
3. Under the Family Code and / or Individual Code filters, select the codes for the group of individuals you intend to invite (see image A below). This is a VERY IMPORTANT STEP!
4. Click the Run Report button to see the individuals who belong to the filtered group will be invited.
5. Click the Send Invites button to invite your individuals in the filter groups. Those with emails will be invited. Those with duplicated emails will only be invited once.
6. RakefetOnline / RakefetOnline-Hybrid will confirm on the screen that your invites are going out. When they are completed, you will receive a confirmation email.