Company Administrator FAQ





 

Administrator Authorization



How do I get access as a company administrator for my company or firm?


Company administrators must complete and return the authorization form before access to the administrator dashboard is granted.



I returned the authorization form, how do I access the online firm information?


Once we have received and approved your authorization form, we will send a confirmation email to the new administrator with instructions on how to log in to the OSB website. If you submitted the authorization form but have not received login instructions within two business days, contact Danielle Edwards at dedwards@osbar.org or 503-431-6426.
If you are already authorized as a company administrator you can access the dashboard by logging in here.



How long does authorization for the company administrator last?


Once authorization is granted for a new company administrator, that person will have access to the company’s information until the OSB is instructed by the company or firm to remove access for the administrator. If the administrator’s email address on record with OSB changes, access will be terminated automatically.



How do I remove authorization for a company administrator?


The Company Directory tab of the administrator dashboard includes a list of all OSB members and any non-members currently associated with your company. Use the ‘remove’ box on the right side of the page to remove anyone who is no longer employed by your company.

Note that by removing the member from the company directory you are only removing their affiliation to your company, not changing their contact information with us. If you have forwarding contact information for the person please email it to addresschanges@osbar.org.




 

Company Information


How do I update the company address after our office moved?


Company administrators can update the address information for all associated members and non-members by selecting the ‘Company Information’ tab on the administrator dashboard.



How do I add additional members to the company directory?


If a member is not included in your company directory, you must submit an address change request in writing. There are two ways to accomplish this: 1) the individual member can log in to their dashboard and submit an address change associating themselves to the company, or 2) you or the individual member can send an email to addresschanges@osbar.org. Please include the bar number, name, email address, and phone number for each OSB member that should be added to the company directory. A confirmation email will be sent to each individual member once their address change has been processed. The company administrator will not receive an email confirmation but should see any additions within one business day on the company directory tab of your dashboard.



How do I remove members from the company directory?


The Company Directory tab of the administrator dashboard includes a list of all OSB members and any non-members currently associated with your company. Use the ‘remove’ box on the right side of the page to remove anyone who is no longer employed by your company.

Note that by removing the member from the company directory you are only removing their affiliation to your company, not changing their contact information with us. If you have forwarding contact information for the person please email it to addresschanges@osbar.org.




 

Administrator Functions


How do I pay OSB membership fees for the members of my company?


Company administrators can pay membership fees, section dues and other invoices by selecting the ‘Pay Invoices’ tab from the administrator dashboard. Administrators are only able to pay invoices for members associated with their company. If you are missing an invoice for a member of your company, first check to make sure they are listed in the company directory. For additional information on updating the company directory see the above FAQs.



How do I report IOLTA for the members of my company?


Company administrators can submit IOLTA information by selecting the ‘IOLTA Reporting’ tab from the administrator dashboard. Administrators are only able to submit IOLTA reports for members associated with their company. A list of the members associated with the company is provided in the IOLTA Reporting tab. You can remove members from the list using this form before submitting banking information. To add additional members to the list see the above FAQ for instructions on adding members to the company directory.



Can I purchase a section membership for a member of my company?


Company administrators can purchase section memberships for members of their company using the ‘Section Memberships’ tab on the administrator dashboard. Section memberships can be purchased through October 31 of each year.



How do I pay outstanding invoices for the members of my company?


Company administrators can pay invoices on behalf of members associated with their company by selecting the ‘Pay Invoices’ tab from the administrator dashboard. Administrators are only able to pay invoices for members associated with their company. If you are missing an invoice for a member of your company, first check to make sure they are listed in the company directory. For additional information on updating the company directory see the above FAQs.



How do I get a receipt for paid membership fees or other invoices?


Company administrators can view and print receipts for all invoices paid by the company or associated members of their company by going to the ‘Order History’ tab on the administrator dashboard. Use the filter fields at the top of the page to narrow your search, then select the order number on the left of the screen to view additional details about the invoice and products.