Manage users: AssociationsOnline help guide 4

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The guide helps AssociationsOnline you to manage your own role and other user's accounts (if you are a primary user).

Manage users

From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.

From here you can:

  • Retire or switch your user type.
  • Manage authorised user access to associations (this activity is restricted to primary users).
  • Invite people to become new users in an association.
  • Accept or decline requests from other users.
AssociationsOnline Manage Users
AssociationsOnline Manage Users, by AssociationsOnline
AssociationsOnline Manage Users, by AssociationsOnline

Manage users - my account

Primary users can change their role to an authorised user for their linked association/s.

From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.

In the action drop down menu, select the change you wish to make:

  • Change to an authorised user, or 
  • Retire

If you need to become a primary user again, you will need to request to be linked to your association as a primary user and have it approved by another primary user.

Click the ‘Go’ button on the bottom right to save your changes. 

AssociationsOnline Manage my user account
AssociationsOnline Manage my user account, by AssociationsOnline
AssociationsOnline Manage my user account, by AssociationsOnline

Manage users - authorised user accounts

Only primary users can manage the accounts of  authorised users.

From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.

You can manage multiple users in the name box on this screen.

In the action drop down menu, select the change you wish to make:

  • Switch to user roles
  • Remove from association

Click the ‘Go’ button on the bottom right to save your changes. 

AssociationsOnline Manage other users account
AssociationsOnline Manage other users account, by AssociationsOnline
AssociationsOnline Manage other users account, by AssociationsOnline

Invite new user

Only primary users can invite new users to join as a member of an association.

From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.

You must complete the following details of the new user

  • Title
  • Name (first and surname)
  • Email address
  • Action – send invitation

Click the ‘Go’ button on the bottom right to save your changes. 

AssociationsOnline Invite User
AssociationsOnline Invite User, by AssociationsOnline
AssociationsOnline Invite User, by AssociationsOnline

New user requests

Only primary users can approve or decline requests from other users to join an association.

From the home screen, click on the "Manage my account" button, then click on the "Manage authorised users accounts" for your association/s.

  • Click on New user request tab
  • Any requests to join your association will appear listed here
  • In the action drop down list, select either :
    • Approve or
    • Decline     
  • How to upgrade the user to an primary user  - you will have to go a manage the user one approved.

Click the ‘Go’ button on the bottom right to save your changes. 

AssociationsOnline Manage user requests
AssociationsOnline Manage user requests, by AssociationsOnline
AssociationsOnline Manage user requests, by AssociationsOnline

Watch our video guide on how to switch roles and manage other user accounts on AssociationsOnline.

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Last updated 27 Jul 2017

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