Member Signup & Member Compass

Keep your members connected, informed & engaged.

22 articles in this collection
Written by Pete Zimek, CAE, Jenn Norman, CAE, Melisa Smith and 2 others

How To Create & Edit Your Online Membership Application

Determine what information new users will submit during the membership signup process.

Written by Melanie Dupont
Updated over a week ago

Signing Up for New Membership as a Prospect or Non-Member

Learn how prospects and non-members can join your association from the frontend of your website.

Written by Melisa Smith
Updated over a week ago

Configuring Key Information in Member Fields and Custom Fields

Add or remove fields from your new member signup form.

Written by Melisa Smith
Updated over a week ago

Updating the Registration & Membership Information Page on Your Website

A guide on updating what Novi calls your Membership Information page.

Written by Melisa Smith
Updated over a week ago

Recent Signups List

Exploring the different reasons a member may show up in your Recent Signups section under the Members tab in the admin.

Written by Melisa Smith
Updated over a week ago

User Record Matching & Duplicate Detection

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.

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.

Written by Melisa Smith
Updated over a week ago

User Accounts

Understanding the User Login Screen

See what users will experience when signing in to your website.

Written by Melisa Smith
Updated over a week ago

User Account Creation for Members

Learn how people will create user accounts on your website.

Written by Pete Zimek, CAE
Updated over a week ago

User Account Email Verification

When creating a user account or changing their login email, Novi will ask the user to confirm their email & will validate the domain.

Written by Jenn Norman, CAE
Updated over a week ago

Send Users a Password Reset (from Admin)

Learn how to help users reset their passwords from the backend, and what to do if they do not receive the password reset email.

Written by Pete Zimek, CAE
Updated over a week ago

When Users Request A Password Reset Email

Learn more about what happens when a password reset email is sent, and what users see on the password reset page of the website.

Written by Jenn Norman, CAE
Updated over a week ago

Remove or Update User Account Login Email

Learn how to delete or change a member's user account within the admin.

Written by Pete Zimek, CAE
Updated yesterday

Common User Account Creation Errors

How to help your members when they have trouble creating a user account.

Written by Jenn Norman, CAE
Updated over a week ago

Tips for Getting Your Members to Create User Accounts

Written by Jenn Norman, CAE
Updated over a week ago

Member Compass

Pay Balance Screen Messaging

View examples of the messages that display in the Pay Balance tab of the Member Compass.

Written by Jaime Morgan, CAE
Updated over a week ago

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.

Written by Jenn Norman, CAE
Updated over a week ago

Printing Invoices from the Member Compass

Learn how to help your members print an invoice from their Member Compass.

Written by Pete Zimek, CAE
Updated over a week ago

Maximize the Member Compass with Content and Direct Links

Learn how to link to Member Compass tabs and place content in front of your members visible to them when they first log in.

Written by Jenn Norman, CAE
Updated over a week ago

Saved Payment Methods (Credit Cards) for Users

Written by Melisa Smith
Updated over a week ago

How to View Related Contact Transactions in the Member Compass

How a member with management access to a company can see related contacts' transactions.

Written by Melisa Smith
Updated over a week ago