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MANAGE USERS –ACTIVITIES/MEMBER INFO/ETC  SEARCH ACTIVITIES CONTACT PREFERENCES VIEW WP-CLIENT DOC MANAGEMENT FOR USERS

To log-in as a particular user, use the link below, find the person you want on the list and hover over their name; then click ACTIONS and then LOGIN TO MEMBER ACCOUNT.

LOGIN AS USER

Use the link below to assign new creatives to an existing project.

Assign Person to Project

Choose a project from the list on the linked page to MANAGE a project: see a list of assigned people and their bio info, send emails with file access instructions or request for program info.

MANAGE PROJECTS/SEND FILE ACCESS EMAILS

MEMBER ROSTER  PRINT ROSTER INFO/EMAILS BY CATEGORY FIRST NAME/EMAIL LIST FOR MERGEMANAGE MEMBER DUES

VIEW ALL GENERAL BALANCES VIEW ALL ALUMNI BALANCES VIEW ALL CORE BALANCESMANAGE CONTACT   RECRUIT ADMIN
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To log-in as a particular Member, use the link below, find the person you want on the list and hover over their name; then click ACTIONS and then LOGIN TO MEMBER ACCOUNT.

LOGIN AS MEMBER

VIEW RENTAL SCHEDULES

ADD NEW RENTER:

To add a new Renter - you will need to do three things: add a new USER; make that User a new RENTER; and then enter the first new EVENT.

1. Add the contact person as a new USER by going to this LINK. Click the ADD NEW button; enter a username (LastFirst) and a password (“nmi”); as well as the person’s first and last name, email address, and phone number (under dbem_phone). Make sure to TICK the box for “Confirm use of weak password” and UNTICK the box for “Send the new user an email about their account”; and then click the ADD NEW USER button at the bottom of the page.

2. Add the entity or contact person as a RENTER by going to this LINK. Click the ADD NEW button at the top of the page. Enter the company (or contact person) name in the top field, and then make sure to ASSIGN the AUTHOR of the post by choosing the contact person from the drop-down box. (For example; enter RUBICON THEATRE COMPANY in the blank field, and assign the author as “Stephanie Coltrin”.) Finalize by clickin the PUBLISH button on the lower right side of the page.

3. a. Add a new rental date event) by going to this LINK. Click the ADD EVENT BUTTON and fill in the info for the rental date. Begin by making a new EVENT CATEGORY for this renter.   On the right hand side of the page - locate the section for EVENT CATEGORIES and tick “Z Admin Events” and “0 Rentals”. Then, make sure to click the “Add New Event Category” button and fill in the name of the renter; choose the “Parent Category” of “0 Rentals”; and click “Add New Event Category”.

b. Make sure to enter the correct LOCATION (Front Hall or Main Studio); and to make the AUTHOR of the page be the contact person for that rental entity. Also make sure to enter the rental RATE and the NUMBER OF HOURS (this will be used to compute their bill) as well as the rental SUPERVISOR.  Finalize by clicking the PUBLISH button.

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