A user account in Novi means that an individual has set-up a profile and login via an email and password.
Depending on your association's settings, user accounts can be created by members and non-members.
Note: Individuals who were imported into Novi during onboarding and had an account created during data import do not need to follow this step. They can simply go to Login, and request a password reset using their email on file to login for the first time.
For a member to create their account, they would follow the steps below:
1. Select "Join" in upper right of association's website.
2. Select 'Create an Account.'
Note: The verbiage in the white areas seen here is editable, but the buttons are static.
3. Enter name and new login information.
Note: All users must have a unique login email address.
4. Fill out Key Information.
Key Information consists of fields the association has determined should be asked upon signup. Other additional fields may appear in the user's profile to fill out at a later time once their account has been created.
Please Note: There are different settings that may drive this process. For example:
- The association can choose whether individuals who would be considered non-members may create a login account. More info on this setting.
- The field labeled "Company Name" and the description below can be customized to be labeled as something else more fitting for your association. More info on this setting.
- See the Duplicate Detection section below for information on how we help protect the integrity of your data.
There are multiple ways that Novi works to protect the integrity of your data in terms of not allowing duplicate records to be created during account creation. Click below to learn about the ways!
5. Fill out the profile information.
Finish filling out the rest of the profile as needed/required. Please note, the email that was used to create your user account will auto-fill in your profile information. You CAN change this to another email (for receiving communications), but the email you used to create your user account will remain the same.
If the user's company is the member...
The user will not have to pick a member type (because they are joining an existing membership) and will only be asked for information about themselves and the name of their company.
If a record does not exist for this person in your database, Novi AMS will create a new staff member record for them associated with their newly created user account listed in your Recent Signups for you to do one last check that this isn't a duplicate record.
They'll immediately be directed to their Member Compass.
For checks and balances, the primary contact on the company record will also receive an email notifying them that an individual has been associated with their account.
If the company's member type restricts staff benefits to a certain number of staff members, they will be a non-member until you select them for benefits from the backend.
If the individual is the member...
If the individual already has a member record in your database, but does not have an account, they will need to create their user account to create a login and password.
If no record is found matching the individual, the individual will not receive membership benefits.
For both scenarios...
You can choose to not allow non-member account sign ups if desired.