Frequently Asked Questions

Account Setup

Profile Record

Certification

Navigating PEARL’s Member Community

This list of frequently asked questions will help familiarize you with PEARL’s Member Community. Should you have additional questions about the platform, you may contact PEARL headquarters at pearl@pearl1.org or by calling 877-287-3275. You may also view a demonstration covering the PEARL member’s only area and Member Community by clicking here. And as always, the best way to become comfortable with a new platform is to try it out and explore!

General

Contacts

Groups/Committees


Account Setup

How can I set up a new account?

  • If you are a new user, click on the New Visitor Registration link to setup an account.  You will be asked to enter your email address.  If you wish to be connected to a company you will want to use your company email address to link to the account. If not, complete the information on the form and click on the “Create Account” button.

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How do I get added to my company membership?

  • If you already have an account in the system you will want to contact staff to add you to your company membership.
  • If you are a new user, click on the New Visitor Registration link to setup an account.  You will be asked to enter your email address.  If you have a company email address you will want to use that in order to attach automatically to your company membership.  The system will search based on the domain name use in the email address to match you up with a company on file.  You will enter your address information then click on the button to “Create Account & Enter Your Organization”.  At that point you will be asked to verify the company, and then you will continue to setup the rest of your account.  (Once your record has been connected to your company, you may go in and change the email address used.)

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How can I add an employee to our company membership?

  • If you are designated as the primary contact of your company or someone that has “Manage Employee” privileges you will be able to add employees to your company record and they will then receive the membership benefits to your company.
    • Log into your account and go to the My Information page, scroll down to the Organization Information header.  Click on the company listed, or continue to scroll down to the Linked Organization Information if you manage more than one account.
    • On the company Profile page, click on Manage Org Individuals at the top of the page.
      • If you want to add some one scroll until you see the link for “Add Individual”.  You will then be taken to a form to enter details of the person you would like to add.

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Profile Record

Can I change my account password?

  • Yes. In a few different ways.
    • You may click on the “Forgot Your Password?” link on the login screen.  After entering your email, you will receive an email with a link to change your password.
    • After you have logged in you can go to your Profile page and click on the Change Password link
    • You can contact staff to change your password back to the default password, and then change it after you login.

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How do I change my user name?

  • The email address on your account that is marked as “Primary” is used as your user name.  You can have more than one email address on your account, but only one can be marked as primary.  Change your email address and you will change your user name.

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I don’t want my name shown in the member directory

  • Go to your Profile page and click on “Edit/View Information” link.  At the top of the form there is a check box next to “Do Not Publish Info Online”.  Checking this box will keep your record from appearing in the member directory.

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I want to be listed in the member directory but I don’t want my address shown.

  • Go to your Profile page and click on “Edit/View Information” link.  Scroll to the Address Information header area.  Below each address there is a check box next to “Show in Directory”.  If you do NOT have the box checked your address will not display in the directory.

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How can I update my company information?

  • If you are designated as the primary contact of your company or someone that has “Manage Employee” privileges you will be able to add employees to your company record and they will then receive the membership benefits to your company.
    • Log into your account and go to the My Information page, scroll down to the Organization Information header.  Click on the company listed, or continue to scroll down to the Linked Organization Information if you manage more than one account.
    • On the company Profile page, click on Edit/View Information
      • You will be taken to a page to update the company contact information.
    • How do I manage employee records? - On the company Profile page, click on Manage Org Individuals at the top of the page.
      • How do I remove an individual from the company membership? - In this area you will see a list of current employees attached to the company.  You may check a box next to a name and click on the “Submit List for Removal” button.
      • How do I give an employee additional company account privileges?  You may also double click on a name and go into their profile.  After you enter their record you can add a new relationship status to their record to allow them to Manage Employees or Shop at the Company level.
      • How can I add an employee to our company membership? - If you want to add some one scroll until you see the link for “Add Individual”.  You will then be taken to a form to enter details of the person you would like to add.

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What are Related Individuals or Relationship(s) to Organization?

  • The Related individuals area on an organization record are where the employees are listed that have been given a specific relationship to the Organization.
  • While there can only be one primary contact, other members can be added at different levels to allow additional access to the organization.
    • If you see a relationship type marked with "Shopping Privileges" in the label, this means the person will be able to shop at the company level.  Generally, used for exhibit sales, advertising, sponsorship or company memberships anything where the company should be receiving the credit/acknowledgement for the purchase.
    • If you see a relationship type marked with "Employee Privileges" in the label, this means the person will be allowed to manage the employees under the company memberships.  They can add, remove or adjust the relationship of others listed.
    • Voting Member - if someone other than the primary member should be the voting member for your company, mark them as the relationship.

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Certification

Where do I find information about the Technician Certification Program?

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General

How do I login to the PEARL Community?

  • You will need to visit the PEARL website, click the “Member Login” button in the top right corner of your browser, and login with your PEARL member login details. This will log you into the PEARL member’s only area. Once logged in, click the last link in the blue table, “Social Community,” to be redirected. If you do not remember your login details, contact pearl@pearl1.org.

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I’m logged in, now what?

  • The PEARL Member Community is a robust and interactive platform that will allow you to engage with other PEARL members in one convenient location. To get started, you will want to view and edit your profile settings, which you can find near the top left corner where your profile picture will be. One important setting you will want to customize is Notifications. To ensure that you receive updates regularly, set to receive your email digest daily. This email will contain a summary of all activity that has gone on during the day.

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How do I control what information is visible in the PEARL Community Profile?

  • Under “Edit my settings,” click the “Privacy” tab and adjust accordingly.

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Contacts

How do I find other members?

  • Click the “Members” tab in the top navigation bar and continue your search from there. You may also scroll through a complete list of members, which can be found underneath the search box. You can also search for members by company. If you click the “Organizations” tab in the top navigation bar, another search box will appear to search by organization, or you can scroll through a full listing of all PEARL member companies.

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How do I add contacts to my contacts?

  • When you search for a contact and their record appears, you will click the icon that looks like an avatar and a plus sign. You may also click the magnifying glass icon to view their profile. From there, you can add them by clicking the “add contact” hyperlink.

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Groups/Committees

How do I access a particular group or committee?

  • In the top navigation bar, you can click the “Groups” tab to view a list of Groups that you belong to, see a list of featured groups, and a list of recommended groups. In this same area, under the “Browse Groups” box to the right of your page, you can sort by categories and tags, or search “All” groups.

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How do I join/subscribe to a group or committee?

  • When looking at the list of groups/committees, you can join a group one of two ways. In the list view of groups, you should see a green plus sign which will add you to the group. You may also click into a group to learn more about it, see the kind of activity, and decide to join. Click the “Join Group” hyperlink to be added.

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What groups or committees should I join?

  • Currently, PEARL has created several different groups to help connect members. The PEARL Member Group is a general group that will help facilitate open communication among members. It is recommended that all PEARL members join this group. There is also the Member-to-Member Buy-Sell group, which will serve as the new platform for requesting to buy or sell equipment with members. Additionally, each PEARL committee has its own group to facilitate work and initiatives. The committee groups may require permission to join if you are not an active member of the committee. As the Member Community platform evolves, additional groups may be added.

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How do I start a discussion within a group?

  • Once you’ve been added to a group, you may begin communicating with all other members. To post a discussion item, click the “Discussions” tab in the group and click on the “New Discussion” button. You will need to make sure that you include a title for your discussion. You may also attach files, photos, or embed media files to your discussion. Once completed with your post, hit the “Submit” button.

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How do I reply to a discussion?

  • Under the discussion tab, you will see all group discussion that have been submitted. Click on the discussion you’d like to read more of and you will see the full thread of the conversation. To reply to the original posting or to additional comments from other members, simply click on the “Reply” button on any comment to leave yours.

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Can I share a document or file with a group?

  • Yes, you do have the opportunity to share files and documents. To add a document to a group, click the “Resources” tab and then click the “Add Resource” button. Select the type of resource you’ll be adding and then follow the steps to add your resource.

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What kind of documents can I upload?

  • The system supports multiple files types including standard files (Word, Excel, PowerPoint, PDF), links, a LiveDoc, which will allow you to create a document within the group and allow others to edit, a Photo Gallery, which will allow you to create a photo album/gallery and share as one group of photos, and video. Depending on the type or resource you are uploading, there are limits to size. Please review the limits under each type of resource.

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When sharing a file with a group, what do some of the additional fields mean?

  • When you add a resource, there are several mandatory fields you will have to fill in, while other fields help with searching and clarity. The “Category” section allows you to select what type of document you’re adding to the group is, which will help with finding certain types of documents within the group. The “Tags/Keywords” section will further help with search functionality. The “Privacy” section will allow you to make resources public to all members in the Member Community, or you can make it private and only viewable to members of the group.

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How do I download a shared file or document?

  • You can download resources a few different ways. In the group, you can click the “Resources” tab, find the document you want to and click its hyperlink, and then click “Download Resource.” Newly added documents will also appear under the “Recent Group Activity” feed on the group’s “Home” area. Simply click on the resource you want to download and click “Download Resource.”

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I don’t see a group that I think should be here. How do I get a new group created?

  • To help ensure an overabundance of groups aren’t created, members do not have access to create a new group. Should you have an idea for a new group, please contact PEARL headquarters and provide your recommendation.

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How do I leave a group?

  • On the group’s dashboard, or homepage, click the “Leave Group” hyperlink.

Please Note: When posting a discussion or sharing a file, please ensure that the material is relevant and appropriate. Because of PEARL’s status as a trade association, antitrust law is something that must be kept in mind. If posts veer into such issues as price fixing, market allocation, or any other areas that could be construed as constraint to trade, they will be deleted. Posts should only be relevant to the remanufacturing industry and to PEARL members.

If you would like to learn more about antitrust law, you may review the Federal Trade Commission's guide.

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