Adding/Modifying a Member

The ability to add new members and modify existing accounts is for admin users who are assigned the View and/or Manage Members roles.

Note: Adding members using the "Add Member" function in the customer service section cannot be done for portals assigned with the authentication types of Subscriber Validation (AKA, user eligibility files) and SSO. For portals using Subscriber Validation, members must be added by adding them to the user eligibility file; for portals using SSO, members cannot be added directly to the Avidon system, they must first be added to the 3rd party's system.

You can add new members on the main Customer Service page (the member search page) by selecting the button in the top right:

After choosing the portal and clicking the "ADD MEMBER" button, choose the portal to add the member to. A pop-up box appears with fields for the following:

1. Assign the member a group within the portal; all groups assigned to your account within the portal will be listed as options.
2. Enter the member's first name.
3. Enter the member's last name.
4. Enter the member's email (this must be unique to the member and is a required field).
5. Enter the member's phone number; this is an optional field.
6. If this is toggled on, a registration email will be sent to the member after the account is created.

If an invitation email has been sent, there will be a visual affirmation on screen. The email provides instructions to the member and a link to register for an account. The registration link will expire in seven days. In the case that the member has not received the invitation email or has not activated it (due to accidental deletion or an expired link), the email can be resent by going to the member's details page and selecting "send invite" under the Registration Info section: