How do I add another member to my Head Office Workspace (for Administrators)?

1. Go the menu panel on the left hand side and select "Administration".
2. Select "Add Members"
3. There are three options:
The first option "invite users" is appropriate to inviting non staff members, such as partners and outsourcing agents.
The second option "add members by invitation" is suitable for inviting members of staff, who already have an appropriate email address. You simply invite by email - the member will appear in your member list as pending members, but will not be full members until they register and complete their profile.
The third option "create new member accounts" is the one I recommend for administrators. Here you have complete control and will need to fill in the user's name and the company email address assigned to that person, select an appropriate login name and then select a password (but you need to remember this - something easy like "password", "changeme" or something similar) because once the new member logs in, he/she should be encouraged to change the password to something else that he/she is likely to remember, as this is only a temporary password. Of course, you can select that the system selects a password, but you won't of course know what this is, and so if you choose to use this method, make sure that the check box (notify this person) is ticked and the system will include the temporary password in the email.

Remember my login name and password

I selected the "Remember my login name and password" option, but it doesn't seem to be working.

If you have the "Remember" option selected, do not click "Log Out" to close your Head Office session – clicking "Log Out" de-activates your "Remember" setting. Instead, just close your web browser or surf to another website.

I did not select the option to "Remember my login name and password" and yet sometimes my browser "remembers" this information anyway when I type in my Head Office URL.

This is most likely happening because you didn't log out from your workspace before visiting other web sites. Your browser recognises that you haven't logged out and automatically opens your Head Office home page without prompting you for login name and password information. This does not mean that people on other computers can type in your site URL and automatically enter your Head Office workspace.