This area covers general administrative tasks that can be completed within PremiumBreed.
The export function is currently only available for Administrators.
You can export your data in two steps:
- Membership information
- Animal registration information
- Click on 'Reporting' in the sidebar under 'Admin Tools'
- Go to the 'Membership Lists' tab
- Click on Full membership list by state
- Save the file to your local computer- Click on 'Reporting' in the sidebar under 'Admin Tools'
- Go to the 'Data Export' tab
- Click on 'Animal Export'
- This may take a while, there is a lot of data!
- Save the file to your local computer
Access levels define which user accounts you can modify. Effectively, you can only modify accounts with access levels lower than your own. This means that if you upgrade another user account to have the same access level as yourself, you will no longer be able to modify their account.
Access levels do not affect what parts of the system you can use
User groups define what areas of PremiumBreed you can use. The main user groups are:
Changes to the Super Administrator group will need to be made by PremiumBreed staff. Request this via support@premiumbreed.com.au
You can manage user groups from the user details screen. As an administrator:
- Select 'User Accounts' from the side menu
- Edit (pencil icon) the user's account
- Go to the 'User Groups' list
- Remove unwanted groups by pressing the red x next to the group
- Add new groups using the dropdown selector underneath the 'User Groups' list
Users can create their own accounts by clicking Need an account? on the main login screen. These accounts wil automatically link up with your membership list by matching on the email address you already have in the system.
Once a member has been added by an administrator
- They go to 'register an account'
- They will then need to put in their email address as it is in their membership record.
PremiumBreed will do the rest!
When a member cannot log in to your system, be sure to get the exact message that they are seeing, and check here in the support guide for a specific solution.
Most likely, the member's account is no longer connected to their login. This can happen if there has been a merge, though the issue is not common.
To resolve this:
This time, when they log in, they will automatically be shown their own details.
PremiumBreed retains detailed logs of changes that occur to information in the database. Some information is directly available to users depending on the permissions granted to you by your Breed Society.
If you have a serious concern regarding the data in the system, the first port of call should be your registrar. They may have additional detail regarding why data was changed. If they are unable to help, they may follow up the issue with PremiumBreed support. PremiumBreed support can investigate detailed server logs to find the exact time, and user that adjusted the data.
PremiumBreed has a task system that allows administrators to communicate regarding work that needs to be completed.
Most tasks generated are automatically assigned to the Administrators group. If an Administrator generates the task, these tasks are automatically assigned to that user. Once the user has completed their work on the task, they can close the task, or re-assign it to another user for future action. This can be done by
Most tasks can be closed without any special intervention, however on occasion, a task may relate to a transfer or to a specific animal.
In this case, the task may block closure until the transfer or animal has been processed. If this is the case, you will see the following message:
This task containts open items, these must be resolved before the task can be closed.
This means you will need to either:
Once this is complete, you will be able to close the task.
PremiumBreed allows the generation of invoices to any person within your database. This can be used to track membership payments, animal registration fees, or sale registration fees.
To receive a payment:
Depending on the payment type, additional steps may apply
Credit Card payments are automatically taken as 'Paid' and reconciled. No further action is neccessary.
Direct Deposit payments will need to be reconciled at a later stage from 'Reconcile Direct Deposits'. This is so you can match what payments are being advised to what appears on your bank statement
Cheque payments will need to be deposited into your bank account. PremiumBreed records each cheque received in a holding area, and then when the time comes to deposit them into your bank, you can go to 'Deposit Slips' and create a new deposit slip.