You may designate certain individuals as Key Contacts, which will allow them to see your organization’s Dashboard and post needs on behalf of your organization. Each person’s status can only be changed one at a time. First, have the person register using this link and select your organization from the drop down in step 2. Then you login to your Dashboard, go to My Account, Member Status and click Pending Members. Search for that individual and select Approve in the first drop down next to his/her name, and Key Contact in the second drop down. The next time that person logs in they will automatically have full access to the Dashboard of organizational, team, or event to which you gave them access.
Category Content: Internal
How do I decide who should be a Key Contact?
Only staff members authorized to see and manage your organization’s needs should be given access to the main organizational Dashboard. Non-employees who your executive leadership wants to empower to manage a specific function’s needs/account may be given access to a team (sub-organization) Dashboard. See the video for creating/managing teams.
What is a Key Contact?
A Key Contact is the person who either created the organization’s MTN account, or was given access to be an account administrator of the organization. Key Contacts have administrative access to an organization’s main Dashboard and/or to the Dashboard of a sub-organization (team or event) under the organization. Those administrative privileges include posting needs, viewing reports, auditing fulfillment, etc. on behalf of the organization.
Can I export my “members”?
Yes, you may click the button to Export All Pending Members or Export all Approved Members to export their information to a CSV file.
What is a “Denied” member?
Individuals appear on the Denied Members page under My Account on your Dashboard if:
- they registered under the name of your organization (because they are associated or want to have an association with your organization), or opted in when signing up to meet one of your needs to receive email notifications when you post additional needs in the future, BUT
- a Key Contact for the organization decided to deny that individual’s association with the organization
Therefore, the individual will not:
- See your organization’s needs on their Personal Accounts
- Receive automated email notifications when you post new needs
What if the person is no longer associated with our organization? Can we remove that person from our Approved Member list?
You can change the status of a person from Already Approved to Set to Pending or Deny using the drop down boxes next to each person’s name on the Approved Members page under My Account. If you no longer want someone to see your needs on their Personal Dashboard or to receive automated emails when you post new needs, you may choose Deny on the first dropdown to the right of that person’s name and click Ok. Charities typically approve requests for association without knowing the individual because they want them to see their needs and be notified of future needs. However, churches and companies typically do not approve those who it does not know. Each person’s status can only be changed one at a time there.
How can I assign many people at one time to a team or event under my organization?
Some organizations use My Teams under My Account on their Dashboard to form separate groups under their organization to manage particular functions (e.g. Greeters or Ushers for a Church, or Kitchen or Warehouse for a Charity). Using Teams allows leaders of those groups to communicate needs that relate to those functions only to certain individuals (those who are assigned to those teams). Individuals on those teams will receive automated email notifications when new needs are posted by the Team leader.
Administrators of the overall organization may assign those registered under their organization to groups/teams on the Approved Members page under My Account on their Dashboard by checking the box to the left of those names, clicking the Assign __ Members to Teams button, selecting the team from the drop down list, and then clicking Assign.
How do I as a Key Contact approve a “Pending” member?
On your Pending Members page under Settings on your Dashboard, you can change the person’s status from Already Pending to Approve on the Already Pending/Approve/Deny drop down to the right of the person’s name.
You can approve many people at the same time by clicking the check boxes next to each person’s name and then clicking the Approve __ Selected Members button. You can also check the checkbox at the top of the table to select all of the individuals in the table below.
Charities typically approve Pending Members (using the Already Pending/Approve/Deny drop down) without knowing the individual because those individuals have simply “opted in” to see your needs and receive automated e-mail notifications whenever your organization posts new needs.
If a church or company does not know an individual who has registered under its name and cannot find them in its database, the Key Contact may move that person off its list of Pending Members by clicking Deny on the drop down box next to that person’s name and then clicking OK.
You may designate certain individuals as Key Contacts using the Regular Member/Key Contact drop down, which will allow them to see your organization’s Dashboard and post needs on behalf of your organization. Each person’s status can only be changed one at a time there.
Where are my members listed and how do I manage my members?
On your organizational Dashboard, click My Account and under Member Status, you will see buttons for Pending Members where you can approve and activate them, Approved Members where you can manage and assign members, and for Denied Members where you can store inactive members.
How do I or my members request our password if we have forgotten it?
Request to have your password emailed to you directly from the Forgot Your Password? link under the login screen of www.meettheneed.org.