Corporate Research Forum

Our online Manage Accounts facility for Key Users gives you greater control of, and detailed information relating to, your organisation's membership of CRF.

To access the range of information and services available ensure you are logged in.

Select the Manage Key Accounts in My Profile. Your Manage Account screens enable you to:

• Manage all Users for your organisation
• Manage future Event attendance
• View and print Reports for previous event attendance and usage

On selecting Manage Key Accounts you will automatically be taken to the Manage Key Accounts screen. The three functions are listed below, with Manage all Users automatically selected and displayed. Click on a Heading to maximise a hidden section.

The table lists all Users currently registered to your organisation. If the User is a designated Key User there will be an X in the KU column.

Click a User's email address to send them an email.

The Actions column contains two options:

Edit
Allows you to edit all profile details relating to the user, from their name, password and other personal details to their Key User status (Grant administrative privileges to this user).

You must save any changes you make using the Save button at the bottom of the page. All saved changes will be effective immediately.

You can also click a specific User's name in the table of users to open and edit their personal profile.

Delete
Allows you to delete a User. For example if a User has left your organisation or their record was created in error simply select Delete.

A warning message will ask if you really want to proceed. Select OK to continue or Cancel.

Add a new User to your company

You also have the option to create a new User for your organisation by selecting Add a new User to your company above the user table.

Simply complete the form providing as much information as possible and Save the details. Fields marked with an asterix (*) are mandatory.

You can then email the User from the User table informing them that you have created an account for them and confirming their login details (email address and password).

To view the future Events status of all Users in your organisation select the Events button.

All future CRF Events shown in a table in date order with the name and date of the event and the names of users registered to attend.

Manage Attendance

Select Manage Attendance from the Actions column to add or remove Users to or from the Event.

All your Users are listed in the table and if they are already set to attend the 'Attending' radio button will be switched on against their name.

As you roll over a specific User in the table their record is highlighted in Blue so you are absolutely sure of which record you are looking at / updating.

Set Attendance Status and Dietary Requirements

• To cancel a User's attendance select Cancelled.
• To add or re-assign a User to an event select Attending.
• You can also add and amend dietary requirements in the text box provided.

Any changes must be saved using the Save Attendance button at the bottom of the table.

If the specific User then logs in to the CRF site they will be able to see their Attendance status for a specific event on the Event details page. The User will receive any emails relating to the Events they are registered to attend.

Select Reports to view and print a List of Registered Users, List of Previous Events and Users and List of Future Events and Users.

List of registered Users

Select the List of Registered Users option to view a table displaying all Users for the member and their key details:

• name
• job title
• email address
• password
• Key User status
• last login date
• last Event attended date.

You can print this table using the blue Print button on the right hand side of the screen.

Lists of Previous Events and Users

Select the List of Previous Events and Users option from the Reports screen to view each Event with its own table showing:

• all Users registered to attend
• their status pre-Event (i.e. whether they cancelled prior to the Event)
• confirms whether they actually attended on the day.

You can print this table by selecting Print Report above the table.

Lists of Future Events and Users

Select the List of Future Events and Users option from the Reports screen to view each Event with its own table showing:

• all Users registered to attend
• their status pre-Event (i.e. whether they have already cancelled)

You can print this table by selecting Print Report above the table.