A web user allows a member to sign in online and access their unit account. Web users can be created automatically when adding a new unit or member, or assigned manually from an existing unit profile.
Create a Web User during Member/Unit Creation
To create a web user automatically, check the Assign Web User box located directly above the email field for the applicable member profile.
ā ļø Note: Confirm the email address is correct before completing the unit or member setup.
When this option is selected:
The system will use the provided email address as the username for that specific member.
An automated email will be sent to the the member, prompting them to set up their password.
Assign a Web User to an Existing Member
Follow these steps to grant online access to a member on an existing unit:
Confirm the member's email address is correct in the Contact Information section of their profile.
Verify with the member that they wish to use this email address for their online account.
If assisting via phone, perform your organizationās standard identity-verification procedures (e.g., confirming the last four digits of the payment method on file).
Navigate to the Unit Profile and locate the Unit Info panel.
Click Assign Web User.
Select the appropriate member from the list.
Review and check the required confirmation boxes.
Click Save to complete the process.
The Assign Web User window displays only members who have a valid email address and are not already assigned to a web user account.
Assign Multiple Web Users to a Unit
Multiple members can have separate online access to the same unit. This allows each person to use their own email address and password.
To assign a web user to multiple members on a unit:
From the Unit Profile, locate the Unit Info panel.
Select Assign Web User.
Select another eligible member.
Complete the required confirmations.
Select Save.
Repeat these steps for each member who needs online access.
Link an Existing Web User to a Unit
A member may create a web user account before realizing that they already belong to an existing unit or membership. When the email addresses match, Daxko Core may identify the account as a possible online user.
From the member profile, confirm that the email address in the Contact Information section is correct.
Verify that the member wants to use this email address for online access.
From the Unit Profile, locate the Unit Info panel.
Navigate to the Unit Profile and locate the Unit Info panel, then select the Possible Online User link.
Follow the prompts to link the existing web user to the unit.
If Possible Online User does not appear, verify that the email address on the member profile exactly matches the email address used to create the web user account.
Remove a Web User from a Unit
Removing a web user from a unit prevents that user from accessing the unit online.
From the Unit Profile, select Unit Actions.
Select Remove Web User.
Enter the web userās email address in the confirmation field.
Select Confirm.
Repeat this process to remove any additional web user accounts currently assigned to the unit.