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Member Signup & Member Compass

Member Signup & Member Compass

Keep your members connected, informed & engaged.

Pete Zimek avatar Jenn Norman avatar Melisa Smith avatar +1
17 articles in this collection
Written by Pete Zimek, Jenn Norman, Melisa Smith and 1 other
Member Signup

Member Signup Overview

Learn how to set up your online membership application, and see what members will experience when joining via the frontend of your website.
Melanie Dupont avatar
Written by Melanie Dupont
Updated this week

Updating the Registration & Membership Information Page on Your Website

A guide on updating what Novi calls your Membership Information page.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Configuring Key Information in Member Fields and Custom Fields

Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

User Record Matching & Duplicate Detection

Melisa Smith avatar
Written by Melisa Smith
Updated this week

Recent Signups List

Exploring the different reasons a member may show up in your Recent Signups section under the Members tab in the admin.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Error When Attempting to Deactivate a Record in Recent Signups

What to do when you receive errors in recent signups.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Mark a Record in Novi as Unapproved

Learn how to change a member's profile from approved to unapproved.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago
User Accounts

User Account Creation for Members

Learn how members will create users accounts on your website.
Pete Zimek avatar
Written by Pete Zimek
Updated this week

Remove or Update User Account Login Email

Learn how to delete or change a member's user account.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

Password Reset from Admin

Learn how to help users reset their passwords (from the backend).
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago

When Users Request A Password Reset Email

Learn more about what happens when a password reset email is requested, and what users see on the password reset page of the website.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Send Users A Manual Password Reset

What to do if a user is not receiving their password reset email
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Common User Account Creation Errors

How to help your members when they have trouble creating a user account.
Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago

Tips for Getting Your Members to Create User Accounts

Jenn Norman avatar
Written by Jenn Norman
Updated over a week ago
Member Compass

Member Compass: Novi's Online Member Portal

Learn what the Member Compass is, what it looks like, and how your members can see and use it.
Jenn Norman avatar
Written by Jenn Norman
Updated this week

How to View Related Contact Transactions in the Member Compass

How a member with management access to a company can see related contacts' transactions.
Melisa Smith avatar
Written by Melisa Smith
Updated over a week ago

Printing Invoices from the Member Compass

Learn how to help your members print an invoice from their Member Compass.
Pete Zimek avatar
Written by Pete Zimek
Updated over a week ago