The below links are documents and videos that relate to what you can do as a Business Representative
Membership
How to Add Non-Member:
- https://helpdesk.iupat.org/en/support/solutions/articles/151000191848-how-to-add-a-member-non-member
Electronic Application Process:
- https://helpdesk.iupat.org/en/support/solutions/articles/151000193854-business-representative-electronic-application-process
Updating Member Record
- https://helpdesk.iupat.org/en/support/solutions/articles/151000189523-how-to-update-change-a-member-record
- https://helpdesk.iupat.org/en/support/solutions/articles/151000185654-how-to-upload-a-document
- https://helpdesk.iupat.org/en/support/solutions/articles/151000189731-how-to-upload-a-profile-picture-to-a-member’s-record
Transcript
Accessing Reports
- https://helpdesk.iupat.org/en/support/solutions/articles/151000190358-how-to-access-monthly-reports
- https://helpdesk.iupat.org/en/support/solutions/articles/151000193795-how-to-generate-and-print-mailing-labels-envelope
Communications
Distribution List
- https://helpdesk.iupat.org/en/support/solutions/articles/151000189598--membership-how-to-create-a-new-distribution-list
- https://helpdesk.iupat.org/en/support/solutions/articles/151000190493-distribution-list-how-to-use-dynamic-date-filters
Creating and Sending Communication
- https://helpdesk.iupat.org/en/support/solutions/articles/151000189573--membership-how-to-create-and-send-letter-templates
- https://helpdesk.iupat.org/en/support/solutions/articles/151000185580-unite-wall-how-to-create-a-post
- https://helpdesk.iupat.org/en/support/solutions/articles/151000185577-how-to-create-a-communication
Organizing
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