Tutorials - Multi-User Members

Multi-User Member Help

As a Multi-User member, you have access to all of CorpNote's features such as unlimited eCards, event management and the ability to conduct online surveys. You may also have some additional features provided by your administrator. This tutorial covers the features and benefits specific to multi-user members.

Password

Your administrator does not have access to your password information and cannot sign into your account. If you forget your password, please use the forgot password feature or call CorpNote technical support at 609-406-1665.

Choosing an eCard Design

Your administrator's preferences affect the following options when creating a new eCard or invitation.

  • You may or not have the ability to use CorpNote card designs. When creating a new eCard or invitation, if you see the search box and the "New Designs" tab then you are able to use our designs.
  • You may or not have the ability to upload your own eCard and invitation designs. If you have this option available, you will see it in the site navigation under eCards > Manage Uploaded designs.
  • Your administrator has the ability to provide you with their own eCard/invitation designs and templates. If they have provided them you will see tabs for "Admin Designs" and "Admin Templates" when you select eCards > Create New from the navigation.

View an example of what multi-user members see if all options above are available.

Upload Your Own Designs

If your administrator has given permission, you can upload your own photos or artwork to be used as eCards, invitations or surveys. Refer to the Custom eCard/Invitation Designs tutorial for more information on how to use this feature.

Options for choosing a new eCard or invitation design.

Templates

You can create your own templates or use templates that have been provided by your administrator. This includes QuickSend templates that enable you to send an eCard, invitation or survey in less than 30 seconds. Refer to our templates tutorial for details on how to create your own templates.

Recurring eCards

To use our recurring eCard feature, you must first create eCard templates to be used in your recurring eCard series. Your administrator templates are also available to you when you create a recurring eCard series. When selecting templates, select the option to view "admin templates." If there are a lot of templates, you can select a template "category" such as "Holiday eCards." You can combine your own templates and your administrator's templates in a recurring eCard series. View an example of a multi-user member creating a recurring eCard with the admin templates options selected.

Address Book/Contacts

The contacts you add to your address book can only be seen by and managed by you. Your administrator does not have access to this information. You can include birthday, anniversary, start date and other important information with each contact. If you want to use the recurring eCard feature, you must have contacts in your address book. Please refer to the address book tutorial for more information on adding, importing and managing your contacts.

Billing & How to Cancel/Reactivate Your Account

If you need to know your administrator's contact information, sign into your account and go to My Account > Billing and Password and click on the tab for "Billing Info." If you need to cancel or reactivate your account, please contact your administrator.

If you need additional help, please refer to our Online Help Center or complete our Priority Email Support Form.

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CorpNote - eCards, Online Invitations and Online Surveys for Business
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