Manage my links and roles: AssociationsOnline help guide 3

1. Visit AssociationsOnline and login to your user account.
2. On your home screen you will be able to see the associations that you are linked to under My linked associations table.
3. If your request to link is still pending approval from the Primary User, the status will be reflected as Pending and Active if you are currently still linked to the association. 

If you are currently not linked to an association, please refer to Help Guide 1 – Enrol and Link for more information on how to link (connect) your user account to an association.

4. To view the users who are currently linked to the association, please select View Users from the Action dropdown menu for that linked association. 

5. It will bring you to the View User Accounts page and will list who are the current Primary User and Authorised User for that association. 

1. If your request to link to an association still reflects Pending, you can select Resend request from the Action drop down menu for that association to send a reminder to the Primary user to approve your request. 

2. Select Yes when prompted and a notification will be sent to the Primary user/s to action your request.

3. If you wish to cancel your request to link to the association, select Cancel Request from the Action drop down menu for that association.
4. Select Yes when prompted and a notification will be sent to the Primary user/s informing them of your cancelled request.

5. The association will be removed from your My Linked Association table.

Once your user account is linked to the association, you have the option to change your role from an Authorised User to a Primary user or vice versa. 

1. To change your role, please login to AssociationsOnline. Your home screen will display a listing of all the incorporated associations that are linked to your user account and your current role.
2. From My linked associations, select Change Role to Authorised User (if you are a primary user) or Change Role to Primary User (if you are an authorised user) from the Action drop down menu for the association that you want to change the role for.

3. A prompt will appear to confirm your action to switch your role type for the association. Select Yes to proceed with the action.

4. A success message will display confirming that your user account has been changed from a Primary User to Authorised User.

5. For change of role from an Authorised User to a Primary User, the request will go to the existing Primary User (if any) for approval. Please note that an association is entitled to have no more than 2 Primary User each time.

If you no longer have authority to act on behalf of or have resigned from an incorporated association, your AssociationsOnline user account must be unlinked from the association. This is referred to as “retiring”. 

1. To do so, you would need to Login to AssociationsOnline. Your home screen will display a listing of all the incorporated associations that are linked to your user account and your current role.
2. From My linked associations, select Retire (Unlink) from the Action dropdown menu for the association that you want to retire from.

3. A prompt will appear to confirm your action to retire (unlink) from the association. Select Yes to proceed with the action.

4. A success message will display confirming that your user account has been unlinked from the incorported association.
5. Once unlinked, you will no longer be able to submit forms on behalf of the incorporated association.

Primary users can send invitations to users to link to an association if the user is authorised to represent and transact on behalf of that association.

If you have been invited by a Primary User, you would receive an invitation email informing you of the invitation and the user role that you have been invited for.

1. Accept the invitation
   • Click on the link in the email to accept the invitation.

2. Confirmation
   • A confirmation message will appear that you have successfully been accepted as a user in the association.

3. The next time you login to AssociationsOnline, you will be able to see the association in your My Linked Associations table. 

You will receive notifications through the system for actions to be performed by you or the association.

1. Click on the Notifications button to be taken to the screen displaying the notifications.

2. Click on the notification link to see the full text of the notification you received.

3. Your notifications will have the word READ before the title once you have viewed it.

4. To delete the notification, click on the X on the right hand side of the screen.