New Account Activation On-Site

These instructions require supplemental training and admin access on several Ace Platforms. This process is designed specifically for the Member Services and Operations Associate.

For New Member Accounts

Step 1 – Photo

  • Take a clear unmasked photo of the person. A headshot with your tablet
  • Crop the photo to a 1080px by 1080px square and get ready to load

Step 2 – They sign up on their phone and fill out the paperwork

  • If they are confused, you can help them navigate their My Account Page.

Step 3 – Verify all the paperwork is there

  • Go to the support email account and access the paperwork they submitted. Verify it is legit.
  • Go to the Admin interface of Orders and access their profile, verifying the form data is showing up.
  • Check the C19 Certification check box

Step 4 – Add the photo and the fob

  • Add the image you captured to their Ace profile.
  • Add the fob number in the RFID field of their fob.
  • Change AMT Membership Type from null to provisional
  • SAVE THE CHANGES to the user account
  • On the order screen, Mark their order as complete. This will trigger an email to them with the building door code.

For Replacement Fobs

If a member needs a replacement fob activated on an already active account. They must have had a previously activated fob and a fully active account.

  1. Have them get a fob
  2. Go to the Admin back end and look up their user account
  3. Replace their fob number with the new fob number
  4. Do a quick check to make sure all the paperwork dates and C19 certification are there – Really old members may not have it.
    1. If anything is missing refer them to their My Account page.

 

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