Manage Members

Manage Your Member Database

• How Do I Access My Member Database?
• How to Create a Distribution List
• Request Member Profile Updates
• Create a List Sign-up Form
• Edit Group and Member Privacy Settings
• Glossary - Manage Your Member Database

Customize Your Membership Experience

• How Do I Set Member Profile Fields?
• Customize the Join Process and Welcome Email for New Members
• How to Set Up Additional Payments
• Turn On or Off Lapsed Payment Collection
• Glossary - Customize Your Membership Experience

Add Members and Set Up Member Levels

• What’s the Difference Between Members and Contacts?
• How Do I Set Up Membership Levels?
• How to View Member Level History
• How to Add Members and Contacts  
• Member Upload Best Practices
• Best practices for uploading Excel spreadsheets

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Administrator Tools and Resources

• How to Edit a Distribution List
• Creating and Assigning Admin Roles
• Manage Bank Access for Administrators
• How Do I Alert Admins When a New Member Joins?
• Member Portal Overview
• How to Use Smart Search in the Directory

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Member Tools and Resources

• Membership Cards, Types, and Circles
• Access and Print Membership Cards
• Add and Manage Member Types
• Create and Manage Member Circles
• View Your Directory
• Glossary - Member Tools and Resources