How to Add Sub-accounts to Institutional Memberships

Step 1: Login

The account manager logs into their profile and accesses the Manage Profile page.

Step 2: Sub-account Management Page

Underneath the "Information & Settings” section click on the "Sub-accounts” icon. 

screen shot of Manage Profile page

Step 3: Create/Invite Sub-accounts

At the top of the screen, the account master can see the number of available seats. There are three options for adding sub-accounts to the institutional membership:

  1. Create new sub-accounts on behalf of other individuals. This option is only good for adding new members. It will prompt the account manager to log out first before creating the new sub-account through the registration process.
  2. Copy and paste the direct link into an email with a personalized message inviting individuals to join the institutional membership as sub-accounts. This option can be used for adding new members or existing members. The link is good for 30 days. 
  3. Enter email addresses into the "Invite New Members" box to use the system’s generic email invitation to add sub-accounts. This option can be used for adding new members or existing members. The link is good for 30 days.
  4. The account manager can also add an existing member as a sub-account by emailing membership@acupa.org with the name and email address of the member(s) to be added
  5. When the invitee follows the link provided in option 2 or 3 above, they can either create a new account or link their existing account (see below).

screen shot of invitation

Step 4: Managing Sub-accounts

Once the registration process is complete, the sub-accounts are attached to the institutional membership and can be managed by the account manager. There are features available to export data, edit their profile information, detach accounts, suspend accounts, view account information, or sign-in as the member.

Step 5: Questions

Any questions about the process or institutional memberships in general can be sent to membership@acupa.org.