Add a member to MMS

This user guide will assist you in creating a member in MMS.

Goals

  • Confidently create a member in MMS.

Getting started

  1. Gather all the information you need to create the member, e.g.;
    1. Trading name
    2. Membership numbers (Repco store number)
    3. Member type (member or affiliate)
    4. Contract expiry date
    5. Password
    6. Regional Manager
    7. Address
    8. Email
    9. Phone
  2. Login to MMS.
  3. Navigate to the members model.

Create a member

  1. Select create a new member to get started.
  2. On the create new member page, you will at a minimum need to fill out any details that are mandatory, these are marked with a *.
  3. If the member is ready to go also set is active to 'yes' under member details.
  4. If you would like to publish a member profile please skip to the next section. If you are creating an affiliate, you will need follow these steps to set up their website.

Publishing a profile

When a member is set to active you will also need to publish their profile to make it visible to customers.

  1. Set publish profile to 'yes' for a member;

Please note that the member must also be set to active for the profile to be visible to the member.