Association Admin with Special Accounting Privileges is a user role for bookkeepers and accountants working in Novi and using Novi Pay as the payment processor.
This role has full access to all backend functionality in Novi and can edit any page on the front-end website. Unlike standard Association Admins, they can create one-off sales receipts and invoices outside of Novi’s standard dues, events, or ecommerce framework.
Requirements for Association Admin with Special Accounting Privileges
It is important to note that while all Novi users will see this role on the back end, the majority of added functionality for Association Admin with Special Accounting Privileges only applies to associations using Novi Pay as the payment processor.
Assigning Association Admin with Special Accounting Privileges
The Association Admin with Special Accounting Privileges role can only be assigned by other users with the same role, ensuring controlled access to these enhanced permissions.
This role is assigned to one user during onboarding with Novi. However, if your association is transitioning to Novi Pay and does not currently have an Association Admin with Special Accounting Privileges user assigned, reach out to Novi through Intercom (the "Blue Bubble") or by emailing help@noviams.com.
Features for Association Admin with Special Accounting Privileges
Note: Added functionality for the Association Admin with Special Accounting Privileges role will be phased in as Novi Pay is developed. We will continue to update this article with new information.
In addition to the standard Association Admin role, the Association Admin with Special Accounting Privileges will be able to:
Access the Novi Pay payment portal
Batch reconcile transactions
Create custom one-off transactions in Novi outside the standard dues, events, or eCommerce framework
Issue manual, custom refunds
[Future] Include custom messaging on invoices and sales receipts
[Future] Set up recurring transactions and payment plans
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