Collect Rep Interests

Reps may opt-in to an Interest Group that has been created and designated by you. Simply create the group, mark it as a rep interest group that can be selected by members, and then members will see this as an option to select when logged into the Member Information Center (version 3 only).

Create the Interest Group (Office Staff instructions)

1.	Login to the software.

2.	Click Groups in the left-hand menu.

3.	Click Create a Group on the Home tab or determine that you will use an existing group.

4.	Click the Group Name which will then display the General tab.

5.	Click to select the checkbox “Allow members to select this group within the Member Information Center”.

6.	Select the Rep interest list radio button.

7.	Click Save.

Reps Join the Group (Member instructions)

1.	Member logs into the Member Information Center.

2.	Select My Personal Info from the Account menu.

Note: If the member logs in with a Member login name (vs an individual rep login name), then the selection will be under Account->Employees/Reps menu. You would need to select the desired rep and then continue with the steps below.

3.	Scroll down to “Interests for …”

4.	Make desired selections.

5.	Click Save Changes.

The rep will now show on your Roster tab under Groups.