Adding an additional user to an affiliate station

Posted by Christopher Wojno Mon, 01 Oct 2007 19:20:00 GMT

Sometimes, you want to have 2 or more signers for each affiliate station. This is useful if you want several people to be able to sign affidavits for that station. AdTracker allows you to do this. This tutorial appears long, but this is a very detailed walk-through. It consists of the following, basic steps:

  1. Create the new affiliate signer (User)
  2. Add him or her to the proper station
  3. Authorize him or her as a signer

Assumptions

  • The affiliate station you are adding your signer to already exists
  • You are an affiliate relations personnel (if you don’t see the menu options described below, you are not an affiliate relations personnel, you’ll need to ask for this permission if you do not already have it)

Step-by-Step

  1. Log into your AdTracker Application using your username and password (if you are not logged in already)
  2. Hover over the “Manage Affiliates” button (it’s at the top) and click “Users”
  3. Click the “New user” link at the left
  4. Fill in all the fields that are relevant and required
    1. Enter the new user’s Real First Name and Real Last Name of your signer you are adding to the affiliate station
    2. Enter his or her e-mail address to which you want reminders sent
    3. Give him or her a password, make it at least 8 letters (case sensitive!), numbers, or symbols (remember to write it down as you will need to give this password to your new signer!)
    4. It is highly recommended that you arrange a security question and answer for your signer. This is used in case they lose his or her password. It’s not required, but it can save you and your affiliate time later on down the road
    5. Finally, give him or her a “Username.” This is the “Login ID” he or she will use when logging into AdTracker with the password you provided above
    6. Make sure “Activated” is checked
  5. Check the “Signer” Role in the “Roles” section (near the bottom)
  6. Click Create, you’ll see a confirmation screen, make sure all the information is correct. If any errors are indicated, make the corrections and click “Create” again until no more errors are reported
  7. Hover over “Manage Affiliates” (at the top) and click on “Stations”
  8. Type the station call sign into the search box at the top right and click “Search”. If you get a list of stations, pick the station are to which to add your new affiliate. If you see no list, but see the correct station details, simply proceed to the next step
  9. Scroll down until you see “Members”
  10. Click the link “Modify memberships” (it’s located at the bottom of the colored box directly below “Members”)
  11. At the very bottom of the page, type the name of the signer you added in step 4
  12. Click the search button, you will receive a list of users who match your search
  13. Look for the signer’s name you added in Step 4
  14. Change his or her title, if necessary
  15. Click Assign directly to the right of the signer, you will see that the affiliate has been added to the station
  16. Look for the newly added affiliate and click the button to the right of his or her title that says: “Authorize”. If all is well, you will see at the top that the signer is now able to sign for that station

That’s all. Just make sure that the new signer is authorized to sign for the correct station. It’s a good idea to make sure they are able to log in as well. Remember, do not e-mail passwords to your signers. It is not secure.

Please use the contact link above to send any additional questions.

Thank you for choosing AdTracker!

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