Add an Affiliate

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To add an Affiliate, click the Add button in the upper right hand corner of the Affiliates section.

 

Complete the Affiliate Information:

Affiliate Name

Name of Affiliate

Category

Create a new Category for this Affiliate or type a new Category name.

 

Categories help organize affiliates.  To create a new category, simply type it's name in the Category field.  Once the category is entered, enter an affiliate name and click the 'Add' button.  The Category & Affiliate will then appear.  To reuse a category that has already been created, simply select it from the drop-down list.

Primary Contact

Click on the Choose Contact link to search the Member Database and select the contact for this Affiliate.

Complete the Address Information:

Address Information

Enter the new member's address information.

Choose Affiliate Roles:

Affiliate Roles

The Add arrow is used to apply security roles to members of the new Affiliate.  Choose from the available roles to select what role(s) will be applied.  Simply Highlight the role(s) (hold <CTRL> while selecting if more than one role is desired) and click the Add  arrow.

 

The Remove arrow is used to remove security roles from members of the new Affiliate.

Finish Task:

Click to finish task and save all changes.

Click to finish current Affiliate entry, save all changes, and continue to enter a new Affiliate.

Click to cancel changes made.

 

 

 

 

 

 

This topic last edited: 5/28/2008 1:02:34 PM