|Manage my Membership - Tutorial|
Setting-up my online profile, save unlimited files and building an online profile
Members can take full control of their online professional profile and branding.
With our state-of-the-art online membership system, members have full control and access to all membership features and functions...the power is now in YOUR hands.
This tutorial will help you get the best out of your exclusive right to this profile your professional expertise and practice.
You need to access your online member profile here.
You require a username and password to sign in and securely access your profile, status, membership information, invoices and payment history.
If you need help to sign in or help to obtain your sign in credentials, kindly contact the Membership Call Centre on 0861 777 274.
Once signed in, confirm, review and update your personal and professional information, especially your contact information/email address. This will ensure your membership invoices and notifications reflect the right information and reach you. See below...
It's vital that certain key information is correct and up to date. That includes the grade of membership (e.g. Master Tax Practitioner (SA)). The "MyBio" tab and the edit icons allow you to access and update information that will ensure correct invoices are generated an that you receive important tax news alerts and other member benefits. Check key information fields to ensure they are correct. (Grade, expiry date, email address).
Click on MEMBERSHIP INFO tab to access your membership status, invoice and payment history. This page can also be accessed by clicking on the MANAGE PROFILE tab and scrolling down and clicking on Membership Info widget. See example below...
The MEMBERSHIP INFO page will display all the membership information you require to manage, renew and access the CPD Management System. Review and ensure expiry dates and membership status is correct. Do not hesitate to contact the Membership Call Centre on 0861 777 274 if you have any query.
There are icons to pay securely in real-time with your credit card. Access your invoice, view the amounts outstanding, payment dates, and much more using your online profile.
Once payments are made, all the information and updated invoices/statements are available 24 hours per day.
The system will also be sending you email reminders, notifications, etc. as you make payments, renew membership, approach expiration dates, have outstanding invoices and so on.