Question

Photo of Kirsteen Ng

0

Setting up new member account

1

Hi, I am new to Rock RMS and I am trying to set up a account registration process for new members. From the documentation, it seems like the admin would need to manually upload members' details via People > New Family. I already have an existing list of members' detail and will upload it to the database. Then may I please know what would be the next steps for setting up each member's account and login?


Thanks in advance.

  • Photo of Michael Garrison

    0

    Once your people are entered into Rock, visit their profiles in turn. There you will find a 'Security' tab to visit where you can add a login and a list of security roles they belong to (which is empty at first).


    Adding a login to their account will permit them to login to the external site but not your internal Rock site. This will work for your members, for instance.


    But your staff will need to be assigned security roles. So once the logins are added, go to the security/security roles page under the admin tools menu. Either 'Staff' or 'Staff-like users' will allow login to the internal site, so start by assigning one of these to all your internal users. Then apply other roles as well as appropriate, such as finance admin, finance user, etc.


    Let us know if you still run into roadblocks, and welcome to Rock!