Stadard Operating Procedures

SOP's Related to Membership

Welcome to the page containing all Standard Operating Procedures (SOP's) related to Membership. Here, you will find detailed guides and instructions on various tasks and processes related to managing membership in our organization. Whether you are a new member or an existing one, these SOP's will provide you with the necessary information to navigate through different membership-related tasks effectively.

In this section, you will find a step-by-step guide on how to automatically generate invoices and review transactions using the Atlas AMS system. This guide will provide you with all the necessary information to streamline your invoicing process and ensure accurate financial records.

If you are using the VPP Online platform and need assistance with automatically generating invoices, this section is for you. We have provided a detailed guide that will walk you through the process of generating invoices specifically for VPP Online.

Maintaining an up-to-date and accurate profile is essential for effective membership management. In this section, you will find a guide that explains how to edit and add information to your profile. Following these instructions will ensure that your profile reflects the most current and relevant information.

If you need to switch and edit a user profile within our membership system, this section will provide you with the necessary guidance. It will walk you through the process step-by-step, ensuring a smooth transition between profiles and accurate user information.

When you need to search for specific contact records within our membership database, this section will guide you through the process. Following the instructions provided here will help you efficiently retrieve the information you need.

Paying invoices is an integral part of managing your membership. In this section, you will find a comprehensive guide on how to pay invoices using the Atlas AMS system. Following these instructions will ensure timely and accurate payments.

If you need to switch from your personal profile to a company profile in our Member Portal, this section will provide you with the necessary steps. This guide will make the transition seamless, allowing you to access and manage your company's membership information effortlessly.

How to Access ACH Payment

This section provides instructions on how to access ACH payment within our membership system. These instructions will guide you through the process, ensuring a smooth and secure transaction.

For members using the IBM Corporate Health & Safety platform, this section is dedicated to guiding you through the process of switching profiles and paying invoices within that system. Following these instructions will help you effectively manage your membership on this platform.

If you are unsure of how to log into our Member Portal or switch from your personal profile to a company profile, this section will provide you with a clear step-by-step guide. Following these instructions will help you navigate the portal and manage your membership profile efficiently.

This section provides detailed instructions on how to switch and edit user profile information within our membership system. Following these instructions will ensure that your user profile accurately reflects your information and preferences.

How to Navigate and Process a Refund for an Event

When it comes to processing refunds for events, this section will guide you through the necessary steps. Following these instructions will help you navigate the refund process smoothly and efficiently.

If you need assistance with accessing your company's Member Portal and Member Directory, this section provides the necessary instructions. Following these steps will help you access important membership information and connect with other members in your organization.

We hope that these SOP's will provide you with the information you need to effectively manage your membership. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.

If you are a 2024 Safety+ Exhibitor who needs to register complimentary or additional booth personnel, this section provides necessary instructions. Following these steps will help you register your key personnel. If you need further assistance, reach out to [email protected].