How to assign a role for membership cards in Altru
To generate digital membership cards, you need to assign the development data entry role for membership cards to an account that you linked up with Social Good Software. Take note that any account does not apply to this role but only the account that can talk to Altru.
Steps on how to assign a role for membership cards:
1: Log in to your Social Good Software account. Proceed to Settings then click on Altru which is on the upper right side of the window. Note that the email account under Altru Username is the right account that you can assign for the role.
2: Now that you have the right account, head over to Altru and click on Administration. Proceed to Application users, and find the specific email account linked to Social Good Software.
3: For illustration, we will use the account rick@socialgoodsoftware. To assign the development data entry role for membership cards in Altru, we have to first search for this account and click on Edit.
4: A Dialog box will pop out where you can find and check the development data entry role. Once done, click Save.
With that, the account linked to Social Good Software which can be found under Altru Credentials of your SGS account can now take the role as Development Data Entry and so can generate digital membership cards.
If you have more questions and clarifications please reach out to us through our support channel.