Manage Members
Manage Your Member Database
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
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
- Create a ‘Join Our Group’ Button for an External Site
Member Tools and Resources
- Membership Cards, Types, and Circles
- Access and Print Membership Cards
- Add and Manage Member Types
- Create and Manage Member Circles
- How to View Your Directory
- How to Use Smart Search in the Directory