Category: Association settings

Distributors are CTI partners with contracts that allow them to create their own associations and meetings within CTI applications. In this guide, you can either watch the video or follow the 7-step instructions on how to grant meeting access and add a new staff member in cAdmin as a distributor.

Step 1: Verify Meeting Access
Before you begin the process of granting access and creating a new staff member, ensure that you are currently in the meeting to which you want to grant access. Follow these steps:
1. Log in to your cAdmin account.
2. Check under your username to confirm that you have access to the association you wish to work with (e.g., CRF in this example).
3. Click on the meeting toggle to navigate to the specific meeting to which you want to provide access.
Please note that CTI operates on a meeting-based system. When a new user logs in for the first time, they will automatically be signed into the designated CRF meeting or any other meeting you choose.

Step 2: Access Staff Accounts
Next, access the staff accounts section.
1. Go to “Settings -> Association info & administration -> Staff accounts.”
If you’re unsure whether the person you want to create already exists, you can use the Advanced Search and filter by fields like Role, Email, First name, or Last name to find them.

Step 3: Create a New Staff Member
To add a new staff member, click “Add New Staff Member.”

Step 4: Enter Staff Member Information
Fill in the required information for the new staff member, including:
– First Name
– Last Name
– Email (which will serve as their login username)
Users with higher-level roles can create new team members at or below their level. As a Distributor Team Leader, you can create another Distributor Team Leader or any role below, such as a Distributor Program Team Member, Association Administrator, Team Leader, Program Team Member, or Freelance Onsite AV staff.

Step 5: Define Primary Service Provider (PSP) and Primary Affiliation
Choose the appropriate Primary Service Provider (PSP), typically your distributor. In this case, it is Encore.
Determine the Primary Affiliation based on the new staff member’s workplace. If they work at Encore, both the PSP and Primary Affiliation will be Encore. If they work at CRF, the PSP will be Encore, and the Primary Affiliation will be CRF.

Step 6: Assign Associations
Assign the new staff member to the necessary associations. Keep in mind that as a Distributor Team Leader, you can only assign associations that you have access to. Ensure that CRF is one of the assigned associations if required. Click “Save” to create the new staff member with the assigned associations.

Step 7: Communicate with the New User
Now, inform the newly created staff member about their access and guide them on how to log in:
1. Share the cAdmin website link with them for login: https://www.abstractsonline.com/cadmin/workbench.asp
2. Instruct them to click “Forgot your password” if it’s their first time logging in.
3. They should enter their email address and click the link sent to their email.
4. They must change their password to meet security requirements (at least 8 characters, including one uppercase letter, one lowercase letter, and one special character).
5. Once they change their password, they can sign in.
6. They should now see the same meeting you were in. They can click on their username to view their assigned associations and use it as a reference point for the meeting toggle menu.

For full role access documentation, please reach out to Client Services.