Updating Account Settings
Profile & Billing – Account & Contact Information
It is very important that you keep the contact information for your account updated and current. In MySchoolAnywhere, you did that here:
In Membership Toolkit, an Account Owner will go to the Admin tab and click on Account Settings. Then go to the Address & Contact Info tab.
Account Defaults
The default settings for your account can be found in various places, depending on the nature of the setting. You can:
1) Configure the Student Form
2) Modify the Teacher Selections
3) Allow the option to Pay By Check
Parent Portal Settings
Account Administrators
At Membership Toolkit, we call these Admins for short. There are no limits to the number of Admins your organization can have.
- You MUST be an Account Owner to grant Access Control to Admins.
- However, you cannot revoke/grant access to yourself. Another Account Owner will have to to do this for you.
To Add an Account Administrator:
Before you can add a person to your list of Admins, the person needs to be a verified contact in your Membership Toolkit database. This means they have a login email and password, not just a contact email on a contact record.
1. From the Dashboard, click Admin in the top right hand corner and choose Access Control.2. Enter their email address in the box that says Add User, then click the Add User button.3. Select which levels of access they can have.
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