Use the Guest feature to create a profile for non-members or prospects and add them to event reports without displaying the
profile to members, or giving the prospect access to the site.
A profile marked as Guest cannot:
- RSVP to an event (Admin can RSVP for a
Guest in the Event Report)
- use the Forgot Login buttons
- edit their profile
- receive emails sent from ChapterPRO
- be seen by Members
A profile marked as Guest can login and view the site if you give them their username and password.
1. Admin Control Panel > USERS >
click ADD A USER.
2. If available, select type of user, which varies by site > make a selection.
3. Set guest to YES.
TIP: The email address fields are no longer required and so are removed.
4. Enter First Name and Last Name.
TIP: Include prospect name descriptor by
entering first and last name in first
name
field "Jenny Jones", and descriptor "Prospective Member" (or your preferred title) in
the last name field. The result is
"Jenny Jones
Prospective Member" displays on the profile.
5. Click ADD.
How administrators see a Prospective Member
in the MEMBER DIRECTORY
Members do not see a Prospective Member
in the MEMBER DIRECTORY