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Member Signup & Member Compass
Member Signup & Member Compass
Keep your members connected, informed & engaged.
+1
19 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.
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 members will create users accounts on your website.
Written by
Pete Zimek
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
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
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
Updated over a week ago
Common User Account Creation Errors
How to help your members when they have trouble creating a user account.
Written by
Jenn Norman
Updated over a week ago
Tips for Getting Your Members to Create User Accounts
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.
Written by
Jenn Norman
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
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