Member Management
Manage everything about your association's members.
General
- What is the failed password lockout policy?
- How do I manually add a new member?
- How do I edit a member's profile from the admin panel?
- How do I help members log into their accounts?
- How do I set permissions for my members?
- How do I assign member numbers?
Membership Plans
- How can I access custom signup links for my plans?
- What are membership plans and how do I use them?
- What is the difference between Individual and Organization plans?
- How do I offer a plan for a different fee than is normally charged?
- How do expiry dates work?
- Why is only one plan displaying on my Join page?
Member Profiles
- How do I change a member's email address?
- If I manually change a member's plan, will they be notified?
- How can I use Spouse fields?
- How do I see a member's profile history?
- How do I reset a member's password?
- How can I attach notes, files, and information to a member profile?
Company Profiles
- How do I edit a company's profile from the admin panel?
- How does a Company Admin edit their company profile?
- How does an Employee join a Company?
- How do I assign specific roles to company employees?
- How do I remove an employee from their company?
- How do I add an individual to a corporate membership plan?
Member Enrolment
- How do I customize the sign-up process for my members?
- How do I create custom questions to track data specific to my association?
- How can I ask custom questions to certain members only?
- How does a member join my association?
- How can I make the Home and/or Work Address fields mandatory for my members?
- Can I redirect users to a specific page after they have made a purchase?
Renewals & Recurring Billing
- How do I configure the renewal reminder for auto-renewing members?
- How do I manage recurring billing?
- How does a member renew their plan?
- Can a member cancel their own recurring membership billing?
- How can a member delete their credit card information?
- How do I grant or renew a membership from the admin panel?