This feature allows Administrators to configure the Online
Vendor Displays to be linked to a Member(s) record. The administrator can configure a variety of
permissions that will determine whether eligible vendor members can ADD or EDIT
their corresponding vendor display. These permissions are outlined in more detail below.
Important Notes:
- Not
all vendor display records are required to be linked to a given member
record.
- Likewise,
not all members which are eligible to have a Vendor Members will have a
record in the online vendor displays.
- IF
THERE ARE EXISTING VENDOR DISPLAY RECORDS IN PLACE WHEN THIS FEATURE IS
ENABLED, ADMINISTRATORS MUST MANUALLY ASSIGN (see below) VENDOR DISPLAY
RECORDS TO VALID MEMBER RECORD.
To
enable this feature:
- Login as an Administrator to
your Memberize site;
- From the Control Panel,
choose “Vendors” (under the Content options);
- If Vendor Manager has not yet
been enabled, enable it and then select the “Configure” link, otherwise;
- Select “Vendor Display
Options”
- In the “Link Vendors to
Member Records” select box, choose “Yes” and click the “update” button at
the bottom of the page to save your changes;
- Select the “Configure Permissions”
hyperlink. A new window will open which will allow for configuration
of available permissions.
Vendor Link
Permissions
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Eligible Membership Plans
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Determines which members
are eligible to be linked to a vendor display (Vendor Members).
More than one membership
plan may be selected by holding down the Ctrl key.
If Vendor Members are given
permission to ADD a vendor display (see Vendor Display Permission below),
then any valid member assigned to this plan(s) will be able to create an
online vendor display record.
When Administrators are
assigning a vendor display record to member records, only those members
belonging to this plan(s) will be available.
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Vendor Display Permission
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Determines whether Vendor
Members linked to a given vendor display record can modify (or ADD) the
vendor display record, subject to the Vendor Logo, Vendor Category(ies) and
Vendor Comments permissions below.
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Vendor Logo Permission
|
Determines whether Vendor
Members linked to a given vendor display record can modify (or ADD) the Logo
in a vendor display record.
(Vendor Display permissions
must be allow EDIT or ADD permissions.)
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Vendor Category(ies)
Permission
|
Determines whether Vendor
Members linked to a given vendor display record can modify the category(ies)
to which the vendor display record is assigned.
(Vendor Display permissions
must be allow EDIT or ADD permissions.)
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Vendor Comments Permission
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Determines whether Vendor
Members linked to a given vendor display record can view and or modify the comments
associated with the vendor display record.
(Vendor Display permissions
must be allow EDIT or ADD permissions.)
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Vendor Contact Data
|
When enabled, the contact
information shown on the vendor display record is automatically updated
whenever the member record to which it is linked is updated.
(Automatic updates occur whether
the member record is updated by an Administrator or by the member themselves.)
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Vendor Web Link
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When enabled, the link to
the vendor’s website as shown in the online vendor display is automatically
updated to reflect the value in the “website” field of the linked member
record.
Automatic updates occur whether
the member record is updated by an Administrator or by the member themselves.
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Purge Vendor Display when
Member Expires?
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When enabled, the “Active
Purge Date” field in a linked vendor display record is replaced with the
corresponding member’s expiration date. Any changes to the member’s expiration date or membership status will
automatically be reflected in the vendor display record.
|
To
manually link existing vendor display records to member records:
- Login as an Administrator to
your Memberize site;
- From the Control Panel,
choose “Vendors” (under the Content options);
- Select the “Edit” link to the
right of a given Vendor listed;
- Select the “Link to a Member
Record” hyperlink. A new window
will open. Complete the form.