Adding/Archiving a Vendor Contact to re:Members

When Vendor Staff Leaves

1. Their account must be set to not allow them access, but kept so their past actions are still logged.

2. Navigate to the existing contact re:Members profile, end the relationship the individual has with the vendor and archive their email.

3. Archiving their email automatically REMOVES their user account, so all of their login permissions go away with that.

Click to enlarge

Click to enlarge

When Vendor Adds Staff

1. Make sure to archive email of old profile if they are not longer working (see above.)

2. Create a new individual profile for the new contact. Include their contact information and add in their relationship with the existing vendor.

3. Create an IT ticket asking the IT team to give specific permissions to the vendor contact and include the contact’s ALTA ID from the profile created.

   1. For Koch & Hoss, as of 8/27/2025, it’s the following “User Roles” in the user management:

      1. Customer Management

      2. Fundrasing Managers

      3. Payment Processors

      4. Staff

4. Once IT confirms permissions have been granted, ask the individual to log in and test their permissions to make sure they have what they need.