Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To add/update a logo to your organization’s display click on the ‘camera icon’, ‘add image', and click 'save.

General Tab:

The information displayed within the general tab will be used on the public registration page.  Please remember to enter all the required information for your association.

If an update is required, click ‘edit. The table will open – remember to click ‘save’.

Info

Note: If the organization name is the same in both languages, just use the same name twice.

...

Users are defined as individuals with access to your association information on the HCR system. Note: Adding new users is permission based.

To view the list of users that have access to the HCR for your association, click on the Users tab.

To add a user, simply click on ‘+add’. Select the role and enter the email address.

...

To add a postal code, click ‘+add’. Enter the province, city and partial or full postal codeleave blank to find all, then click ‘add’ to save.

Accounting Tab:

...

To add an accounting firm, click ‘+add’. Enter the name and the account number - description is optional, click ‘add’ to save.

Staff Tab:

A staff member is defined as a volunteer or a staff member of your organization.

To view/add a staff member, click on the Staff tab. To add click ‘+add’, select the role and enter their email address. The phone number is optional. Click ‘Add’.