Using The New Group Management Section Using Parent / Child Relationships With Dues Renewal Forms Using Parent / Child Relationships With Event Registration Forms Using Parent / Child Relationships With Membership Application Forms Using The New Group Management Section How to access You can access the Group Management page by logging into your MemberClicks Admin section. After you log in, browse to Database > Group Management. Description Group Management enables administrators to control the different user group types within database. Each user profile that is contained in the database must belong to a specific Group. Your solution automatically contains two Groups - Admin and Basic Contacts, but new Groups can be created at any time to handle any specific needs for your database. All Groups can be modified to control the Attributes and Permissions of the Group with the exception of some limits on Basic Contacts. The specific characteristics of a Group are controlled using Group Management. Group Structure The Group Structure section of the Group Management page allows you to view all user groups and parent-child relationships in your database. The user groups tree allows you to visualize all groups in your database, including groups that have parent/child relationships. To create Parent/Child relationships, click on a group and drag it over the name of another group. You will see a '+' sign appear to the left of the name of the group denoting that if you release your mouse button, a new child relationship will be created. Child groups will appear indented underneath the parent group. Add. This button will add a new group to your database. Clicking it will allow you to populate appropriate group information in the Group Properties section. Copy. This button will copy a group that you have selected in the Group Structure section. Use this button to easily copy groups and their properties. Delete. This button will delete a group that you have selected in the Group Structure section. Clicking this button will bring up a modal window that asks you to confirm the deletion of the group. Group Properties The Group Properties section of the Group Management page allows you to view properties of the selected group in the Group Structure section. Group Name. The group name defines the name of your group. Special Group. If a group is marked as a Special Group, only users with the "Can add special group members" permission can add users to this group. Ghost Members. Ghost members do not show up in search results. Admin Group. If a group is marked as an Admin Group, it will automatically be assigned permissions or all new functionality Allow first time login as new user. If this box is checked, no fields will be pre-populated the first time a member of this group logs in and fills out a form. Contact Center Message Approval. Contact Center messages sent by this group require administrative approval before the message is actually sent. This group must have Contact Center page permissions for this setting to take effect. Landing Page. The landing page is the first page that the user will be directed to after successfully logging into the system. Notes. The notes area gives you an internal notes field to make notes about a group. Manage Attributes Cascading to Child Groups. Attributes shared by parent and child groups can be selected as cascading attributes. Cascading Attributes will be pre-populated into child group profiles on application forms taken by users in the parent group. Assigning attributes as Cascading Attributes will save parent group users having to re-enter shared attributes on application forms Child Group Limit. This field allows you to enter a maximum number of children that the parent group can have. This field will appear when you have selected a Parent group. Quick Tips Use our Parent/Child functionality to ease the application, event registration and renewal process for users in your organization. Using Parent / Child Relationships With Dues Renewal Forms How to access You can create Parent/Child Dues Renewal forms by logging into your MemberClicks Admin section. After you log in, browse to Forms > Create Form. Description Parent/Child Dues Renewals allow parent users to renew their membership for themselves and their child profiles, all in one form. This special type of Dues Renewal form creates a single receipt that is tied to the parent record. How to Create Follow the steps below to create a new Parent/Child Dues Renewal form. Browse to Forms > Create Form. Select Dues. Enter a form name and click the Next Page button. Select "Renew Multiple Users" and click the Next Page button. Choose the Parent Renewal Group you would like to register and click Next Page. Set any pricing options you would like to set for the Parent and available Child groups. For the child renewals, you have the ability to set flat pricing per registrant or create pricing ranges based on the number of renewals. You can also set if you would like the parent user's expiration settings to cascade to the child user's expiration setting, then click Next Page. Choose any database attributes that you would like to include on the form for both the parent and child groups, then click the Save button. Editing a Parent/Child Dues Renewal Form While editing pages of your form, you will have access to certain fields and areas that are only accessible through a Parent/Child Dues Renewal Form. Renew Linked Profiles Page. Parent/Child dues forms automatically have a page created at the end of the form called Renew Linked Profiles. This page will contain the names of all the child users that the parent has. The parent will be able to select which children they will be registering and have their information populated on the child group's Secondary Profile Information pages. Secondary Profile Information Pages. Parent/Child dues forms automatically have a page created at the end of the form after Renew Linked Profiles called Secondary Profile Information pages. They will be named for each child group you have the ability to renew on this form. This page will contain all the fields specific to the child profile that are being collected. Form Pricing > Child Pricing. The Form Pricing page contains an additional section that allows you to set Child pricing. Click the "Edit the Child Pricing options for this form." link to set default flat pricing or create ranges based on the number of registrants. You may also choose to cascade expiration date attributes to the child profile on this page. Quick Tips Use our Parent/Child Dues Renewal form to ease the ability for parent-type profiles to renew themselves and any associated child profiles via one simple form. Using Parent / Child Relationships With Event Registration Forms How to access You can create Parent/Child Event Registration forms by logging into your MemberClicks Admin section. After you log in, browse to Forms > Create Form. Description Parent/Child Event Registrations allow parent users to register for events for themselves and their child profiles, all in one form. This special type of Event Registration form creates a multiple receipts - one for the parent and one for each child user that has been registered. How to Create Follow the steps below to create a new Parent/Child Event Registration form. Browse to Forms > Create Form. Select Event Registration. Enter a form name and click the Next Page button. Select if you wish to pre-populate your form design using an existing event from the Event Calendar and click the Next Page button. Select "Register Parent Profiles and linked Child Profiles" and click Next Page. Choose the Parent Registration Group you would like to register and click Next Page. Set any pricing options you would like to set for the Parent and Child group. For the child registrants, you have the ability to set flat pricing per registrant or create pricing ranges based on the number of registrants. Choose any database attributes that you would like to include on the form for both the parent and child groups, then click the Save button. Editing a Parent/Child Event Registration Form While editing pages of your form, you will have access to certain fields and areas that are only accessible through a Parent/Child Event Registration Form. Register Linked Profiles Page. Parent/Child event forms automatically have a page created at the end of the form called Register Linked Profiles. This page will contain the names of all the child users that the parent has. The parent will be able to select which children they will be registering and have their information populated on the child group's Secondary Profile Information pages. Secondary Profile Information Pages. Parent/Child event forms automatically have a page created at the end of the form after Register Linked Profiles called Secondary Profile Information pages. They will be named for each child group you have the ability to register for on this form. This page will contain all the fields specific to the child profile that are being collected. Form Pricing > Child Pricing. The Form Pricing page contains an additional section that allows you to set Child pricing. Simply check the "Create Parent/Child Relationships" to have these relationships created automatically based on form submissions. Click the "Edit the Child Pricing options for this form." link to set default flat pricing or create ranges based on the number of registrants. Quick Tips Use our Parent/Child Event Registration form to ease the ability for parent-type profiles to register themselves and any associated child profiles via one simple form. Using Parent / Child Relationships With Membership Application Forms How to access You can create Parent/Child Membership Application forms by logging into your MemberClicks Admin section. After you log in, browse to Forms > Create Form. Description Parent/Child Membership Applications allow parent users to join your organization and create multiple profiles for child users that will be linked to the parent user, all in one form. This special type of Membership Application form creates a single receipt tied to the parent profile's record. How to Create Follow the steps below to create a new Parent/Child Membership Application form. Browse to Forms > Create Form. Select Application Enter a form name and click the Continue button. Select "Create Multiple Users" and click the Continue button Under the Database Group field, select parent group you would like to apply. Under Secondary Group, select the child group you would like to use. Set the status of each group after taking the application form and click the Continue button. Select database attributes for the Database group and Secondary group that you would like to have applied on the forms and click Next. Add any pricing options you would like for the parent user to select when taking the form, then click the Save button. Editing a Parent/Child Membership Application While editing pages of your form, you will have access to certain fields and areas that are only accessible through a Parent/Child Membership Application Form. Membership Type Field. The Membership Type field is used on multi-member application forms to allow the admin to set how many secondary profiles are created based on their selection. Pricing can also be associated with this selection. Secondary Profile Information Pages. Multi-member application forms automatically have a page created at the end of the form called Secondary Profile Information. This page will contain all the fields specific to the child profile that are being collected. If the new parent user has entered attributes that are set to cascade down to child records and these attributes appear on the secondary profile page, we will pre-populate them based on the parent's submission Form Settings. The Form Settings page contains an additional setting to denote whether or not the form will create Parent/Child relationships between the New Member and Secondary Member. Simply check the "Create Parent/Child Relationships" to have these relationships created automatically based on form submissions. Quick Tips Use our Parent/Child Membership Application form to ease the ability for parent-type profiles to apply for membership in your organization for themselves and any child profiles via one simple form. EmailFavoritesLinkedInFacebookdel.icio.us