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Membership Management...
The membership component of Aliquant is an optional component that
lets you add several valuable features to your site.
- It allows you to add multiple membership levels and set annual
dues for each membership level.
- It allows you to add content available only to registered and
approved users who have registered for membership.
- It allows you to publish a membership list and restrict access to
that membership list to a certain set of membership levels.
While this is a complex component it is fairly easy to set up and
manage. You will need to add the "Membership" component to one
of your navigation bars for the membership links to display. (See
Navigation Bars)
Adding Membership Levels...
You can add multiple membership levels to your site. Every site has a
"Visitor" Level (level zero) that allows everyone to view your
site. To add additional membership levels from the administration
section choose Membership / Membership Levels.
This page returns a list of all membership levels in your site.
Membership Overview: The program allows you to require a
membership registration to view information on your site. Each site
section, section content page, section link and news category allows
you to choose the membership level required to view the content. When
you choose a membership level, any member registered at that level OR
HIGHER can view the information.
General Description: You may have as many membership levels as
you wish. The default level is "VISITOR" and should be
assigned a membership level of zero. Without this level no one will be
able to view any content on your site. Each successive level should
given a sequential level number.
Each successive membership level is allowed to view all content
assigned to that level and all content assigned to levels underneath
it. For instance a membership level 2 member will be able to view all
level 2 membership information and all membership information for
levels 1 and zero.
Edit Membership Levels: Lets you edit a specific membership
level. Please Note: If you change the LEVEL of a particular membership
it will affect existing members at that numeric level regardless of
the NAME of the membership level.
Delete Membership Levels: Lets you delete a membership level.
Please NOTE: If you delete a membership level when there are users
assigned to that level those members will NOT be able to access any
information other than Visitor (Level 0).
Set Show Level: Sets the minimum level a member must be
registered for to have a listing in the "Membership Listing"
section of the site. (See Membership Listing in the documentation).
Set View Level: Sets the minimum level a member must be
registered for to view the "Membership Listing" section of
the site. (See Membership Listing in the documentation).
Add New Membership Level...
From this page choose Add New Membership Level.
Membership Levels: You must have at least one membership
level for site visitors. The default parameters for the VISITOR
membership level are:
- Level Name: Visitor
- Level: 0 (Zero)
- Annual Cost: 0 (Zero) (Use no $ sign)
- Stock Code: MEMBERVISITOR
- Quantity Discount: 0 (Zero)
- Quantity Level: 0 (Zero)
- Description: Site Visitor Membershop: Everyone is automatically
added to this membership level.
Level Name: This is the name that will be used in site user
areas to describe this membership level. Maximum length is 100
characters.
Level: This is a numeric integer value. Each member at a
specific level has access to all site content for that level and all
levels below that based on this numeric value. IE., Level 3 membership
has access to Level 3 content AND content assigned to Levels 2, 1 and
zero.
Annual Cost: This must be a numeric value for the cost of this
membership level. This is used in the membership registration page to
produce the cost for new members and membership upgrades. USE NO
DOLLAR SIGN.
Stock Code: REQUIRED: Use only upper and lower case letters and
numbers...use no special characters. This value is an internally used
value and MUST BE UNIQUE.
Quantity Discount: This is a percentage value that is used to
discount the "Annual Cost" amount IF the user chooses an
annual renewal greater than the QUANTITY LEVEL.
Quantity Level: The minimum number of years the member has to
sign up for to get the QUANTITY DISCOUNT.
Description: This description can be any length. It is
displayed on the membership registration page.
Adding Membership Categories...
Membership categories are only used if you choose to add a membership
directory to your site. When a qualified member enters their information
they can choose up to 6 categories for their business. These categories
are used by site users to locate specific types of businesses. From the
administration section choose Membership / Membership Categories.
To add a new category enter the category name in the text field to
the left of the Add New Category button and click the Add
New Category button. The category will be added to the category
list.
To edit a category, make your changes and click the Save Changes
button to the right of the category. You can change only one category
at a time.
Show New Members...
From the administration section choose Membership / Show New
Members. This will display a list of members that have not yet been
approved. This list contains new registrations and members who have
upgraded from one membership level to another.
Search Results - New Members: Displays all new registrations
for the site.
Member Information (Left Side): Displays the primary
information about the membership registration
Name: The members name
Email Link: Email address (Link)
Registration Options:
Registration: Shows the membership level the user is registering for.
Upgrade: Shows the original membership level and the new requested
level.
Registration Date: Shows the original registration date for the user.
Administration Actions (Right Side):
Review Member Record: Allows you to review and edit the membership
record including the membership level.
Review Member Detail Record: Allows you to review and edit the
membership detail record. This is the information that displays on the
membership list page in your website.
De-Activate / Activate: Allows you to De-activate or activate a
membership with a single click.
Approve: Allows you to approve the membership. Once approved the
membership cannot be un-approved... it can only be de-activated.
Price: If this is an upgrade the program displays the amount due for
the upgrade. If this is a new membership no amount is displayed.
If you have set membership approval to "Registration Approval
Required" (See Site Setup Values /
Base Site Values / Registration Approval Required) you must
approve the membership before the user can access their membership
level resources. If Approval is NOT required the member will be able
to access the resources as soon as they complete the registration.
If you are charging for a membership level you will want to wait
for the membership fees to arrive prior to approving the registration.
Member Search... When you use the member search ( Membership
/ Search Members ) the resulting list looks just like the new
members list and you have the same administrative options.
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