Add a new Member to an account 


To add members to an existing account, go to the Dashboard. Select the Membership then Accounts:

 



Search for the account (in this example we are using name), Then click the edit on the account. 



The screen will present you with the basics of the account (the account level is the "home" screen)

Directly below you will see  Account Details , Account Notes, and Order History



The following screen will appear.


To add a Member or an Account Note click the PLUS symbol at the bottom of the Screen ' + '


To edit the information on a member, click the member and edit the items that need updating.




Don't forget to click update in the lower right hand corner. 



Legacy Account screens have been decommissioned, please refer to the new account screens above.)

Add a new Member 


To add members to an existing account, select List Accounts: