Set Up State Coordinator User
State Coordinator Partner Community users are requested by Area Directors through an Asana task. Standard turn-around for requests is 2 business days.
State Coordinator access differs from Partner Community access in that they have view of all chapters assigned to their state.
Step 1: Locate Eagle Leader in NPSP. Verify the following:
- Member is Authenticated (Wordpress UID # in System Information)
- Member is an Eagle Leader and has completed Onboarding Training (Eagle Leader Information)
Step 2: Locate the Household Account Name for the Eagle Leader (Contact Details). Click to open.
Step 3: Select Enable As Partner from drop down menu in header. Confirm selection in pop up window.
Step 4: Navigate back to Contact record.
Locate Chapter in Memberships. Right click to open in new window.
Locate Region in header and click to open.
Locate Region Chapter in header and right click to open in new window.
Navigate back to Contact Record window. Confirm Team RWB Email address (Eagle Leader Information). TIP: copy email address for user setup
Step 5: Click Enable Partner User in header section. TIP: If the button is not there, refresh your window.
Step 6: Set up the new user. Fields as follows:
- Email and Username - set to Team RWB email
- Profile - "State Coordinator Community User"
- Marketing User - Selected
Locate ChapterID for the Region Chapter. TIP: it is in the address bar (highlighted below)
Locate RegionID for the Region. TIP: it is in the address bar (highlighted below)
- Insert Chapterid (Region Chapter) in Additional Information Section
- Insert Regionid (Region)
- Deselect Generate Password.
- Click Save.
Step 7: Click Public Groups and navigate to Region Chapter. Click Edit.
Step 8: Change Search to "Partner Users" and search for user. Click name to highlight and add to list of Members. Click Save.
Step 9: Navigate back to Contact Record. Edit and select PC User in System Information.
Update Assigned State Coordinator Account to Region. Click Save.
Step 10: Send verification email if a new user. Once user signs agreement, credentials and password will be emailed to them.