Introduction/Navigation

Basics about Personify including the overview, Personify at a glance, and common tasks performed in Personify.

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Overview

An overview of Personify. including an introduction of what it is, modules/subsystems included, launching and logging into the program, etc. Get a general idea of how Personify works!
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Understanding the Layout

Get to know the layout of Personify. Navigate like a pro! All the articles in this section cover the various parts of Personify including the logged in user, task bar, screen tasks, contact tracking alerts, etc.
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Personify At a Glance

Personify enables the best member service possible by adapting to the way the organization works. The following major components of the Personify application are discussed in this section include, Personas, hyperlinks, hot keys, subsystems, search based screens, security, and required fields.
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Common Tasks in Personify

This section explains how to access screens, close screens and view multiple screens. Other tasks covered in this section include, searching for information, working with favorites, accessing reports, changing passwords, logging in as a different user/persona, and working with products.
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System Setup for the American Optometric Association & Affiliates

The American Optometric Association setup Personify using the following model. The system has standardized application parameters that have been put into place. Once the application parameters were decided, the org structure and financial model was built. With the financial model and org structure in place, the AOA then completed the setup of its 57 organizations and organizational units. The administrator accounts were built and then the subsystems were implemented.
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