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User Workflows – New Members

New Member Registration

Using the Member Manger plugin, new members can register, pay for their membership and join your newsletter all in the same place, on your website.

Happens Automatically

  • Listing gets created in Business Directory.
  • CRM/People record is created & connected to Directory listing.
  • WordPress user record is created & connected to People record.
    • User assigned subscriber role. (using Member Manager plugin)
    • User assigned Business Editor role. (using Member Updater plugin)
  • User is added to newsletter list (using Mailchimp plugin)
  • User receives email confirming successful submission.

Recommended User Workflow

  • Send user a welcome email encouraging them to start engaging with your organization. For example, include a link to your upcoming events calendar.
  • Send user an email once their listing & People records have been published – they can now edit their listing.
  • Send user login link.
  • Send user the link to their Business listing, encourage them to update their listing by adding a description, featured image and social media links.

Register one or more Editors for a Business

Happens Automatically

Using the Member Updater registration form:

  • User is automatically connected to an existing Business.
  • User receives email confirming successful submission.
  • Business billing email receives email confirming registration of new Editor.
  • Site admin receives email confirming registration of new Editor.

Recommended User Workflow

  • Site admin confirms with Business that the new Editor has been added and is ok to publish.
  • Send user and email when their listing & People records have been published – they can now edit their listing.
  • Send user login link.

Reset Member Password

Members can reset their own password

WordPress makes it easy for users to manage their own passwords. If a member cannot login, they can simply:

  1. Visit the member account page on your site.
  2. Click on the ‘Lost Password’ link.
  3. Receive an automatic email with a link to reset their password.

It is always a good idea to test any new features before your site goes live. Follow this link if your site’s email notifications are not sending.

Reset-member-password-WordPress

Admin reset member password

It is also possible for the website admin to reset a user password.

  • From your site’s dashboard, go to Users.
  • Edit the user that is connected to the People record you need to update.
    • click on new password
    • copy the new password
    • update the user to save your changes
  • Send the new password to your member.

NOTE: If necessary, the admin can update the member’s user email from this screen as well, so that the member can reset their own password next time!

Change member username

WordPress does not offer an option to change a user name.


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