Administer My Subscription
The following Account Management options are only available once you have Subscribed to Energize
ADMINISTER YOUR SUBSCRIPTION
The person from your organisation who initially signed up for you Energize subscription is your Subscription Administrator. They can add Leaders to your account (ie. give them access to Energize) and they can also give other Leaders administrations rights which allows them to share in the account administration. We advise that you don't have too many administrators as this may potentially cause confusion down the line.
ADD OR REMOVE A LEADER
Only Subscription Administrators can give Leaders access to your Energize account (see above). If you are an administrator and you want to add a leader to your account go to MY ORGANISATION which you will find in the drop down box under WELCOME in the red toolbar.
Here you will see all the organisations that are linked to your e-mail and password. For the majority of people this will be one organisation but for some it may be two or more (see MANAGE MY ORGANISATION below). If you are not a Subscription Adminstrator you will see the following two options listed against your organisation name:
If you click on VIEW LEADERS you will see a list of all the people in your organisation who have access to Energize and whether they are listed as a User or as a Subscription Administrator (Admin). If you click on View Details you will see the information that Energize holds about your organisation.
If you are a System Administrator you will see the following two options listed against you organisation name:
If you click on MANAGE SUBSCRIPTION you will see your Organisation Details and make any changes required to these (don't forget to click SAVE CHANGES after making any amendments).
If you click on MANAGE LEADERS you will see a list of all the leaders in your organisation who have access to Energize and whether they are Subscription Administrators (YES) or not (NO).
At the top of the page you will see the option to ADD A LEADER. Simply type the e-mail of the Leader that you want to add into the Email box. It's important that you have the permission of the Leader to do this. If you want to make them a Subscription Administrator check the box next to Make admin user? (see our advice on this above) and then click ADD USER.
Once you have clicked ADD USER Energize will send an e-mail to the Leader asking them to verify their account and add some additional details, such as their name (which will then appear against their e-mail on your leader list). It would be a good idea to warn the Leader that you are going to do this and ask them to look out for the e-mail. It is especially worth flagging up that ocassionally Energize e-mails get trapped by SPAM filters so they may want to check their Junk e-mail and then register the Energize e-mail as safe if it ended up in this folder.
To remove a leader from the list simply click:
Please note that you can't remove yourself from a Subscription Administrator role - only another Subscription Administrator can do this. This is to avoid the possibility of your organisation being without an Administrator.
MANAGE MY ORGANISATIONS
When you took out you subsciption you were asked to complete the details of your organisation (ie. the church, group etc who will be using Energize). You can set up additional organisations within your account. This is not to be confused with MY GROUPS which allows you to set up different groupings of leaders within your organisiation. In most cases each organisation you are part of will require a separate subsciption but is you are working for a number of organisations this does allow you to see and access your information (saved meeting plans etc.) in one place via your e-mail address and password.
ADD OR EDIT A GROUP
Energize allows you to arrange the Leaders in your organisation into groups (eg. if you had an under 5s team you may want to create a separate group for them and then for other separate age groups or activities in your church). Not only will this help you mange you records but it also give you the opportunity of sending meeting plans to leaders within one group without having to identify individuals or send it to alll your leaders. See Forward A Meeting Plan to Others for further information.