CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.



This (HELP ?) Circle narrative is for the "ADD NEW CONTACT" Screen "Auto-Generate Username/Password" function in the MemberLink Module. It provides an explanation of how the automatic generation of Username and Password works. This function is located near the top left of the "ADD NEW CONTACT" Screen. It is directly oriented to the Username and Password and decisions about entering them or having MemberLink automatically generate them.



What are the options for creating a Username and Password?



- The Username and Password entry boxes appear on the "ADD NEW CONTACT" Screen. You can use them or leave them blank.



- If you are "adding" a person and leave the Username and Password blank, the system will manage them for you. But if you prefer, you can create the Username and Password for this person and enter them into the appropriate boxes.



- There will also be a hyperlink labeled, "Auto-Generate Username/Password". If you click that hyperlink, the system will immediately fill in a Username and Password for this person for you. You do not need to take your valuable time to think up a few options, follow the rules, and enter them yourself. And, the system-generated Password will tend to be more secure than one you would have provided. A reliable password generator is utilized by the system to create a Password that cannot be guessed or hacked.



Finally, if you enter the Username and/or Password either manually or with the Auto-Generate feature, you still have to save your work for the updates to take place. If you exit the "ADD NEW CONTACT" Screen without clicking one of the [ADD/SAVE] Button, the Username and Password and other data will not be retained.



** Note: If you do not enter a Username & Password but instead leave them blank, and click the [ADD/SAVE] Button, the system will create the new contact record and will automatically generate a Username & Password. You can leave them blank and let the system do the work. Whether you do it or let the system do it, either way the new person (contact record) you just added will have a Username & Password.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230