If you need to temporarily prevent someone from registering for programs while still allowing them to access their account, you can disable their account through their security role.
User/Household Accounts
Swap a prime contact to another household member.
Sometimes, a contact may register the wrong participant for a program. To change registrations within a household, follow these steps!
After a registration period opens, a customer may want to change or update their registration questions. For reasons of data integrity, Cogran does not allow customers to change their answers after registration is complete. However, admins can update these answers!
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ometimes, registrants may mistakenly enter themselves as residents. However, to prevent people from falsifying their residency, residents are unable to change their own residency status after it has been entered. When this residency error is impacting prices, admins must update the residency.
Helping your registrants can include registering a new household member on existing accounts. This is accomplished via the Front Page.
All customers can update their accounts from their household account. This is handy for customers who want to update their account and for customers who must provide more account information in order to register using Quick Registration.
Add a “Create or Update my Account” button to any Cogran installation Front Page. To turn this on, visit the back office.
Customers can update their accounts from their household account. This is handy for customers who want to update their account.
In some cases, an organization does require more information about a customer—for example, their name on a ticket, or their emergency contact info. This option is available during POS registration.
Use this form to verify that a household is receiving the appropriate prices.
Cogran will automatically combine the two records and all related information including registrations and payments. The security records will also updated and removed when not used. The latest security record will be used.
Sometimes a registration must be swapped from one participant to another. This method does not update a payment record, but if no financial changes are required, it is a quick solution.
The customer view is different than the admin view. This is a handy way to explain the view.
Validate residency, update tax rate, and manage group rates.
Using online attendance tracking means that occasionally updates will be required. These instructions describe how to update an attendance record on a household account.
Contact information for registrants may change. While they can update their info during the regsitration process, it is handy to update it as an admin, too.
Background checks may be important for your organization if adults work with youth.
Keep track of each contact by recording a comments This helps you carefully manage each user.
Household and Contact records provide a 360 view of a customer’s experience with Cogran. Use this to update info and investigate households and contact records.
User Profiles can be viewed and printed.
Household Credits.
The household account is the backbone of the system.