Manage Representatives

Representatives are individuals at a member business or the contact person(s) for the member. When a representative is created on a member’s record, communication can be directed to a particular individual at the member’s location.

Most tasks associated with the member representatives are handled on the Reps tab in the Members module. Find the desired member and click the Reps.

The Reps tab allows office staff to modify information or perform tasks relating to a representative.

Add a new representative

Modify contact information

Reassign a representative

Remove/inactivate a representative

Add custom fields for a rep

Send an email to a representative

Print a label for a representative

Choose web display options for a rep

Modify group participation

Impersonate a representative in the Member Information Center

Assign login permissions to a rep