Managing a Group in Aptify e-Business

When a Company Administrator logs in to e-Business they have access to an additional set of features designed to help update details for the entire Company in one centralized location. The Company Administrator can access specific pages via the Manage My Group drop-down or by clicking the Manage My Group button to navigate to the Company/Group Admin Dashboard page (shown below in the Company Administrator Landing Page figure). 

companyAdmin2.gif companyAdmin3.gif

The following topics describe how a Company Administrator can manage a group in Aptify e-Business:

Updating Company Information in Aptify e-Business

One of the tasks a Company Administrator can perform in Aptify e-Business is updating Company details.

A Company Administrator has the ability to update basic details like address and phone number and Topics of Interest (Topic Codes). The user can also view Membership Information for the company. This information is available by selecting Company Information from the Manage My Group drop-down or from the Company Info button on the panel bar located on the Company Administrator landing page.




The Company Administrator selects Edit for the section they want to modify, and available fields are enabled in a dialog window for editing (as shown in the example below).



As expected, any changes made by the Company Administrator on the e-Business site will update the Company record in the Desktop client. 


Using the Company Directory in Aptify e-Business

The Company Directory page in Aptify e-Business displays all of the Persons records for people linked to your Company. This page allows a Company Administrator to perform the following actions:

  • Search for and View all Persons records for people at their company
  • Filter and Sort Persons records by column
  • Remove Persons from the company
    • If a company administrator removes a person from a company, the system removes the Company field value from the corresponding Persons record (so that Person will have a blank Company on its record). Also, an email is sent to the Person whose company affiliation was removed (see the Remove Company Linkage starter template for the type of email that would be sent).
  • View and Modify individual Persons records


Editing a Member Profile (Persons Record)

Click on the Person's name from the Company Directory Page to edit their Member Profile. Actions available include:

  • Editing Personal Information (First Name, Last Name, Title)
  • Editing Contact Information (Address Type, Address, Phone)
  • Viewing Membership Information
  • Editing Topics of Interest
  • Sending an email Notification to the Member to inform them of changes
    • See the Admin Edit Profile starter template for a sample email.



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