FAQs

01. Service Provider and Vendor Memberships - How to Add Additional Members

Service Provider and Vendor Members can have up to 5 members in their company's member profile on the website.  You must be the 'Bundle Coordinator’ (main contact on file in the website) to add additional members. 

1 - Login to the website using your email & password. Forgot your password? Click to reset your password and follow the instructions on screen. 

2 - After logging in, click on your name at the top right of the screen and click the View profile link. 

3  - You will be brought to the My profile page.

• Scroll down the page to the Bundle summary section. 
• Click the Add Member button. 
• Fill in the member information. When adding members, you can enter N/A for the Primary Billing Contact Information and N/A for all  fields under the Primary Contact to receive FISPA Board Election Ballot (screenshot below). This information is only required in the Bundle Coordinator's record. 

4  - Enter the information of the member you are adding and click Save. 

5  - The member will automatically receive a welcome email to the website with instructions on how to login. 

6 - Click the Return to bundle list and your own profile link to add additional members.

02. Service Provider and Vendor Memberships - How to Remove a Member

1 - Login to the website using your email & password. Forgot your password? Click to reset your password and follow the instructions on screen. 

2 - After logging in, click on your name at the top right of the screen and click the View profile link. 

3  - You will be brought to the My profile page.

• Scroll down the page to the Bundle summary section. 
• Click on the name of the member you want to remove and click the Archive button. 

4 - Click the Return to bundle list and your own profile link to go back to your record. 

03. How to Update Your Member Profile (Shown in the Member Directory)

1 - Login to the website using your email & password. Forgot your password? Click to reset your password and follow the instructions on screen. 

2 - After logging in, click on your name at the top right of the screen and click the View profile link. 

3  - You will be brought to the My profile page.

4 - Click on the Privacy link

5 - Click on the Edit Profile button.

6 - To show your record in the member directory, check the Show profile to others box and select the 'Members' option for all fields you'd like to share (screenshot below).  For information you do not want to share in the directory, ensure the field is set to 'No access'.

7 - Click Save.