Administrator Training

Brenda Lundeen

MicroNet, Inc.

ChamberMaster and MemberZone are services of MicroNet, Inc.

micronetonline.com | chambermaster.com | memberzone.com

Our session includes . . .

• Setup Basics Add/change staff logins and passwords

Set up business categories

Define membership types

Upload your logo

• Additional Setup Customize your Member Information Center

Setup Social Media publishing

Sync to Constant Contact

• 1 hour

Remember . . . • Please ask questions throughout!

• Send questions, comments, feedback on the GotoWebinar Questions area anytime

• Q&A time at the end • If you are connected via voice line, you’ll be

able to ask question verbally • Click Raise Hand; wait to be recognized; ask

question; all participants will hear question

• May also converse privately through Q&A in Questions area

• See Administrator Tasks in Help/Info menu

Setup Basics

Administrator Permissions

• Login with Administrator access to perform selections

shown during this training

• Multiple Administrators may be assigned at your

organization

• As Administrator, you can assign additional admins

Modify Staff Logins/Passwords

• Setup-> Employees/Reps

• Unlimited number of staff logins

• 3 active levels of permissions:

Administrator – all rights

Finance – all rights except no rights to Setup

Standard – all but no rights to Setup or financial setup/create transactions; may still view transactions

• Disabled – permission assigned when the rep no longer works with your organization

New Staff Logins

• Click Add a New Rep

• Assign a unique login name and password Might use their email address for login name

• Make sure email address recorded matches the email

address on their own email client (Outlook)

4/17/2013 8

Staff Settings

• Permissions

• Notifications

Staff member leaves

• Select the check box. Click Remove/Inactivate Rep

• Set rep as inactive.

• Help/Info->Administrator Tasks->Configuring

ChamberMaster Basics->Employee Logins and Permissions

Modify Business Categories

• Setup->Define Business Categories

• Your business categories will be imported.

• Modify as desired – add, remove, rename

• Add members as desired here or on Members->

Advanced tab.

QuickLink categories

• QuickLink categories should be

assigned to every top-level and

sub-category

Ensures

each member

will display under

appropriate QuickLink on public member directory

QuickLinks may be modified by clicking

QuickLink Categories at the bottom of the

Business Categories page.

Membership Types

• Self-defined by you or imported from your data

• Types can be used when selecting email recipients, event invitations, creating lists/groups, and reports

• Use in addition to Status’ – (active, courtesy, dropped, non-member, prospect)

• Setup->Define Membership Types

• Icon only available with Plus or greater

• Types are assigned to each member on the General tab in the Members module

4/17/2013 13

Upload your Logo

• Setup->Organization Info Logo – 800 x 120 pixels

Icon – 50 x 50 pixels

• Displayed on Invoices,

Member Info Center,

Social Network Posts,

mobile website (SmartMobile),

other locations

Customize your Member Information Center

4/17/2013 15

Select Member Info Center version

• Select which version they see – 1.0 or 3.0

• Setup->Member Login Area Options and Settings

New customers will want v 3.0

4/17/2013 16

Member Information Center 1.0

4/17/2013 17

Member Information Center v 3.0

• All the same

features of

Member

Center 1.0

PLUS MORE!!!

4/17/2013 18

New Member Information Center v 3.0

• Introduced in November 2012

• Still has beta designation at this time

• Graphic, clean look with advanced features

• Available to all of our customers at no charge

• Switching to this version is as simple as changing a

selection in your Setup->Member Login

Area Options and Settings

• Preparing your members with advanced notification of

change is recommended

4/17/2013 19

Menu selections in Member Center 3.0

4/17/2013 20

Menu selections in Member Center 3.0

4/17/2013 21

Highlighted features ….

• Rep may upload their photo Shows on public groups page or in group searches in Member Center

• Members can submit their own

News Releases for posting

• Refer a member selection

• Staff may upload documents/files

for members to see/use

4/17/2013 22

Provide Member-only files

• Upload files to Cloud Drive->

Shared Documents tab in the

Member Only folder (only for Plus and greater)

• Members access under

Search->Resources/Files

(v3 Member Center only)

4/17/2013 23

Create custom menu items for members

• Setup->Member Login

Area Options & Settings

• Members access these 1.0 – in left-hand menu

3.0 – under

Search->Resources/files

4/17/2013 24

Customize your welcome message

• Setup->Member Login Area Options & Settings

• Change the message often – keep it new!

4/17/2013 25

MIC 3.0 –

Dashboard

Update

coming

in next

software

update

http://events.chambermaster.com/news/details/upcoming-features-april-2013

Drop-down menus will stay the same

4/17/2013 26

Member Center v 1.0 Member Center v 3.0

Member Center Help

• Update your info http://www.screencast.com/t/Y

TAxOTRlZ

• Additional videos

available for you to send

out to members in

Help/Info->Videos, Webinars and Other Resources->Video Tutorials ->For Members

• Overview video http://www.screencast.com/t/z

JcdGmZNu9

• Update your info http://www.screencast.com/t/7

OsCjiSk

• Help for you in setting up

http://education.chambermast

er.com/help/wwhelp/wwhimpl/

api.htm?context=mic&topic=

mc03

Change what members may access

• Setup->Member Login Area Options and Settings

• Defaults probably OK

in most instances

• Maximum

permissions allowed

are set here

4/17/2013 28

Permissions: Rep by Rep

• Individual reps may

have a subset of max

permissions

• Assign these on

Members->Reps tab->

Login Permissions

• Permission sets are

ready for you to use

4/17/2013 29

Permission Sets

• Default sets are Primary, Billing, Standard

• Assigned according to the rep role

• Create your own if desired

• Description of permissions in Help/Info

under Rep Permissions (see pic to the right)

Social Network

4/17/2013 30

Publish to Facebook/Twitter/LinkedIn

• Requires existing Facebook, Twitter or LinkedIn account

Either Facebook page or profile

• Once settings are in place, publishing will happen automatically

• Setup->Social Network Publishing

• Help/Info->Administrator Tasks->Customizing ChamberMaster->Social Network Publishing

4/17/2013 32

Sample Twitter Posting

Sample FaceBook post

Sample LinkedIn post.

Sync to Constant Contact

Constant Contact

Auto synch all or selected groups,

all rep and/or membership types *No importing or exporting necessary *Nightly or instant updates

Make info changes in our software. The list in CC is

deleted and re-created each night with the new updates.

1. Setup -> General Options & Settings-> General Settings

2. Make sure Constant Contact is selected as your Newsletter Solution.

3. Add your login information under Add-on Manager-> Constant Contact section.

Synch Individual Groups

Groups->Synch tab

Or click to “Synch Now” to instantly update CC at any time.

• If selecting to

sync all groups

under Setup,

you may want to

pick particular

groups on the

Groups->Synch

tab.

Export Option

• Communication->Newsletters/Email Campaigns

• Make selections

• View list to verify

• Create Mailing List

• Import into CC

Questions or Assistance?

Click Request Support

1-800-825-9171 option 4

support@micronetonline.com