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Web User Account

Prerequisites

When a guest is enrolled in a membership program, the Web User Account Details screen will automatically open to allow a web user account to be created for the new membership. Use the Web User Account Details screen to create a web user account for the membership by entering the account details. Most of the account details will be auto-populated with information from the Membership Type.

Web User Account Details

Web Login. The login name for the new web user. This field will be auto-populated with the card number for the membership.

Lock Account. Select to lock the new account.

Comments. Enter comments for the new web user account. This will be displayed for the user on the Web User Accounts grid.

Read Only fields

The following fields are read-only and information for these fields will be displayed after the web user is created.

Last Login. The date of the last login for the web user.

Last Pass Chg. The date of the last password change for the web user.

Acct Locked. Indicates if the account has been locked.

Inactive Date. The date when the web user account was locked and therefore made inactive.

Created By. The user who created the web user account.

On. The date when the web user account was created.

Updated By. The user who last updated the web user account.

On. The date when the web user account was last updated.

Web User Accounts Screen

This screen opens after a new web user account has been saved. Use this screen to edit an existing web user account or to create a new one.

Login Name. The web user's login name.

Comments. Comment text for the web user account is displayed under this column.

Activate. Select to activate the web user account and send an email to the user with instructions on how to activate the account. The OEDS > GUEST LOGIN SESSION TIMEOUT application setting can be used to set the amount of time the user is allocated to activate the account once email is received.

New. Select to open the Web User Account Details screen and create a new web user account.

Edit. Select to edit a web user account that is highlighted in the grid.

Delete. Select to delete a web user account that is highlighted in the grid.

Process Membership Letter Screen

If both auto web enrollment and an enrollment letter are configured under the Membership Types Setup screen's More tab, the Process Membership Letter screen will open after the Web User Accounts form is closed. Use the Process Membership Letter screen to select how the membership welcome letter will be sent to the new member.

Note: The Process Membership Letter feature is independent of auto web enrollment being enabled. As long as an enrollment letter is configured under the Membership Types Setup screen's More tab, the Process Membership Letter screen will open after creating a new membership for a profile.

See Also