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.

...

Table of Contents
minLevel1
maxLevel7

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.

...

Criminal Record Check:

Merchant Accounts:

...

Users Tab:

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

...

To remove or edit a user’s rights:  Click on the name and a side panel will open. From here you can edit the user’s role, their status (active or inactive) and the temporary access rights (if required). You will also be able to view the last time they logged in.

Postal Codes Tab:

Adding postal codes to your association is an optional feature. It is used to limit your registration to participants having those set postal codes. Postal codes and be setup or modified at any time. Registrar’s will have the ability to override postal code areas.

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

Accounting Tab:

Adding an organizations accounting information is optional. Adding information here does not grant access to the HCR system.

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’.

Document Tab: