Users in re:Members AMS

A "user" is any individual who also has the ability to log in to re:Members AMS. This could be an association staff user logging in to set up an event, or a non-staff user logging in to manage their membership. Both parties log in to the same location, and the staff person's user role determines their level of access.

If an individual creates an account using the signup process, they also automatically have a user login. However, it's possible for individuals to end up as records in the system without a user login. For example, if a group of individuals is imported into re:Members AMS or if a staff user had added a new individual to the system without opting to set them as a user.

Once the user login is enabled, staff can manage their user and role settings by clicking the User Profile button,

Enabling User Login on an Existing Record

  1. Navigate to the Individual Record > Overview tab.

  2. Click the Create User button.

    Tip: For the Create User button to appear, an email address must exist on the Individual Record. If the button does not appear, update the record with the individual's email address under Account > Contact Info > Email Addresses.

  3. The Create User button will disappear, and the User Profile button will appear in its place.

Once the user login is enabled, staff can manage their user and role settings by clicking the User Profile button.

Enabling the User Login when Adding an Individual

When staff add a new individual to the system, the option to also set that individual as a user is available via the Create a User Profile setting. See the article Adding an Individual Record for detail.