Manage users in Association (for primary users): AssociationsOnline help guide 4

1. Visit AssociationsOnline and login to your user account.
2. On your home screen you will be able to see the associations that you are linked to under My linked associations table, and you will be alerted of any requests from users to link their accounts to the association.
3. Review User Requests
   • Click on "You have 1 user requests" to review under Alerts

4. Approve User Requests
   • Click on Approve to link the user account to the association

5. Confirmation
   • A confirmation message will appear when the request is successful, and the user will be linked to the association in the requested role.

Note: Each incorporated association can have up to 2 Primary Users linked to the association. If a user has requested to be a Primary User for an association that already has 2 Primary Users, the new user will be granted the Primary User role and the Primary User who had approved the request will be changed to an Authorised User role.

6. Decline User Requests
   • Click on Decline to reject the user's request to link to the association.

7. Confirmation
   • A confirmation message will appear when the request is declined, and the user will not be linked to the association. 

1. Visit AssociationsOnline and login to your user account.
2. On your home screen, you will be able to see the associations that you are linked to under My linked associations table.
3. Select View and Manage Users in the Action dropdown menu to view and manage the users who are linked to the association.

4. In the View User Accounts screen, the primary user can:
   • Manage User accounts - Retire (unlink) users, change their role and reset their password; and
   • Invite New Users who are authoriesd to transact on behalf of the association to be linked to association.

1. Retire (unlink) a user from the association
   • select Retire (unlink)
   • Confirmation message will be displayed when successful

2. Change User Role
   • Select Change to Authorised User or Change to Primary User
   • Confirmation message will be displayed when successfully changed

3. Reset Password
   • Select Reset Password to reset the user's password
   • Confirmation message will be displayed when reset password email is sent. 

1. Fill in details of the invited user
   • Title
   • Name (first and surname)
   • Email address
   • Role
   • Click Invite
2. Confirmation
   • A confirmation message will appear when the invite has been sent.
   • The invited user will receive an email to accept the invitation. Once the invited user clicks on the invitation link in the email, the user will be automatically linked to the association in the role that he was invited with.

Note: Primary users can only send invitations to users who have already enrolled/created a user account in AssociationsOnline. If the invited user does not have an existing user account, a message will appear to inform that the invited user would need to enrol for a user account first.

If the invitation is duplicated, a message will appear to inform that this is a duplicate invitation and is awaiting acceptance from the invited user. 

3. Primary User is also able to review the invitations that have been sent and choose to either Resend the invitation or Cancel the invitation.
4. Under My linked associations, select Action User Requests/Invites to bring you to the New User Requests Screen. 

5. Any invitations that have been sent to users will be displayed under Pending User Invites.
   • Click Resend to resend the invitation email to the invited user.
   • Click Cancel to withdraw the invite to the user and an email to inform the user will be sent.