Admin Portal User Guides - Groups

This instructional guide is for group administrators who have submitted their organization’s information through the Group Services Inquiry.

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This step-by-step guide provides instructions for renewing your organization’s group membership.

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This guide provides instructions for managing your organization's group membership.

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This step-by-step guide provides instructions for adding and removing group administrators.

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This step-by-step guide provides instructions for purchasing group registrations for training, events, and conferences through the store in the Admin Portal.

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This guide will help you add individuals to your organization's roster and activate their membership.

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This quick guide will explain the new substitution policy and provide a how-to guide on substituting individuals in your organization’s group membership.

English | French

This guide provides instructions for managing your organization's group membership.

English | French

This quick guide will guide you on requesting a refund through the Store in the Admin Portal.

English | French

Group Account Administrators - This step-by-step guide provides instructions for adding and removing group administrators.

Renew Group Membership - This step-by-step guide provides instructions for renewing your organization’s group membership.

New Group Members - This instructional guide is for group administrators who have submitted their organization’s information through the Group Services Inquiry.

Purchase Group Registration - This step-by-step guide provides instructions for purchasing group registrations for training, events, and conferences through the Store in the Admin Portal.

Assign Membership to Your Group Members - This guide will help you add individuals to your organization's roster and activate their membership.

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You must be an assigned administrator to access the Admin portal.  Log in with your MYIIA credentials at www.adminportal.theiia.org, then click on “Account Roster” under the Account Management heading.

Current administrators can add/remove administrators through the Admin Portal under Account Administrators.

If your current administrator is no longer with your organization, or you are unsure who has administrator access, please email CustomerRelations@theiia.org for additional support.

Under Account Roster, there is a column marked “Member” where a Y or N will appear (Yes or No). 

Click on the IIA Icon on the top left of the webpage. Alternatively, you can also click on the “DASHBOARD” link on the top right of the page under your name/GAN.

Please ensure you are using the email address associated to the person’s existing account if you are adding someone that has a profile already to prevent creation of a duplicate record.

If a duplicate account has been created, the individual should contact CustomerRelations@theiia.org to have their profiles merged into their original GAN.

Slots are activated upon completion of payment. If any payment other than credit card has been selected, slots will not activate until payment is received and processed at The IIA. For credit card payments, it can take up to 15 minutes for the slot to appear under available slots after purchasing.

Membership is non-transferrable when a member leaves or joins a group. Additionally, once a slot is used, it does not repopulate in your available slots when you vacate a member. 

New to 2022! Groups do qualify for a limited number of one-time use substitutions which allow organizations to swap membership.

To locate your available slots and substitutions, click on the “Manage Slots” under the Group Membership heading.

To use an available substitution, a current member must first be vacated from their slot.  The available substitution count will go down and convert to an available slot that can be assigned to a new member.  Once available substitutions reach zero, the organization must purchase prorated slots for future new members if no slots are available.

When you add a person to the roster, if they are a new profile, they should receive an email with instructions on how to accept association in their IIA profile portal. If they do not receive the email, they can simply log into their profile at www.theiia.org and then click on “welcome” tab under their name on the top right-hand side of the webpage, then click VIEW/EDIT PROFILE green button, then click the caret next to “My Membership” and select “Account Associations” to confirm their association.

Starting 60 days out from expiration, you can log into the admin portal and go to Manage Slots under the Group Membership heading, then click on “Renew Slots”. You can enter the total you wish to renew there and checkout. NOTE: After payment is processed, you will then need to go back in and assign the slots For a step-by-step guide on renewing the group membership, please check out the Admin Portal User Guide - Group Membership

The individual can go to their portal profile after signing in at www.theiia.org, (click on welcome tab after signing in), then click on the view/edit profile green button, then click the caret next to “My Membership”, and then click “My Chapter”, then select the desired chapter.  They can also change their chapter here as well.

Click on “View Course Catalog” under the Store heading.

From the home page of the admin portal, click on “Browse Products” under the Store heading. Then locate your desired offering and click “Add to Cart” On the next page, click the box(s) next to the name of the individuals for whom you are making the purchase, and then click the green ADD TO CART button again. You may then proceed to purchase by clicking on the green CHECKOUT button.

For a step-by-step guide on purchasing, please check out the Admin Portal User Guide - Store.

NOTE: Group pricing discounts (10 or more group registration for one event) are automatically applied during checkout in the portal if eligible.

Please click here for current pricing.

If you have 3 or more individuals in your organization, please click here to obtain more information.