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Getting Started: A Guide For New Association Staff
Getting Started: A Guide For New Association Staff
A list of recommended Novi articles for new association staff to review.
Melanie Dupont avatar
Written by Melanie Dupont
Updated over a week ago

If you are a new staff member of an association using Novi AMS, welcome to the team! First and foremost, if you don't already have access to the database as an admin, ask your supervisor to follow the steps in this article to get you set up.

Available Resources for Training

  • Intercom - Our internal messaging system for when you have questions. See the article below.

  • 1:1 Training or Workshops - If your team is looking for hourly personal training or workshop time with one of our team members, you can view more information on 1:1 time here!

  • Novi Summit - Join your peers at our annual users' conference for two days of idea sharing, problem-solving, and fun! Ask us for more details.

AE Tip: Every association uses Novi in a slightly different way, so always be sure to reference your internal process documentation in addition to these articles.

Before moving on, you may want to learn some basic terminology first.

Recommended Reading

Novi Support

  • Reporting Bugs - Learn how to help the Novi AMS support team resolve issues quickly.

Novi Admin (Backend)

  • Merge Members in Novi AMS - Learn how to merge a company or person in Novi AMS, and when it's more appropriate to merge directly in QuickBooks.

  • Create a New Product - Learn how to create a product in Novi or import an existing product from QuickBooks.


Website (Frontend)

Accounting & QuickBooks Online

  • Purchaser vs Billable Party - Learn the difference between the Purchaser and the Billable Party when creating transactions (invoices & sales receipts).


  • MailChimp and Novi AMS Integration Overview - Find in-depth information on this sync and the answers to our most frequently asked questions including how to create campaigns, how to locate groups in MailChimp, and more!

Tip: Bookmark this article in your browser for future reference!

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