In order for a member to be able to update their company's profile, that person must first have management access.
Management Access Privileges
Management access allows admins to determine who in a family tree should have additional management privileges. These privileges include options in the Member Compass for those with management access to:
Edit and update company/organization information such as addresses, contact information, logo, social media, etc.
View/pay transactions from across the family tree and access historical transactions.
Manage related persons by adding and/or removing persons, as well as the option to grant management access to related persons (the optional setting to allow permission to manage related persons is controlled in Association Settings under the Membership tab in the Member Compass section).
Important Note: Management access privileges apply to company/organization records only. Individual records will not have these designations available for assignment.
Management Access Levels
Primary Contact - individuals designated as the primary contact for a company/organization are the go-to persons for that entity.
In seat-based member types, primary contacts do not have to hold a seat to access the above privileges.
Primary contacts display at the top of a company/organization record and and is marked in the Family Tree with a star next to their name.
Billing Contact - individuals designated as the billing contact for a company/organization will receive emailed transactions sent via Novi to their email address. Billing contacts are the the individuals that admins should communicate with regarding invoices and other transactions. Learn more: Company Billing Contacts in Novi AMS
If your members require invoices to be sent to a specific accounting email address (rather than an individual’s email), you can create an individual record under the company named “Billing Contact” or “Accounts Payable.” Enter the appropriate email address on that record and set it as the Billing Contact for the company.
In seat-based member types, billing contacts do not have to hold a seat to access the above privileges.
Billing contacts display at the top of a company/organization record and is marked in the Family Tree with a dollar sign next to their name:
Management Access - If additional people need management access after the Primary Contact and Billing Contact placeholders are assigned, you can designate those individuals with Management Access. This gives them all the privileges listed above.
Individuals with management access who are not a primary/billing contact do not receive transactional emails or invoices to their email addresses unless their email addresses are manually added when sending.
In seat-based member types, management access contacts do not have to hold a seat to access the above privileges.
Management access contacts are not displayed at the top of a company/organization record, but are marked in the Family Tree with a key next to their names:
Individuals with any level of management access can be synced from a Novi Group to MailChimp and/or Constant Contact, ensuring that communications sent through those platforms reach the appropriate contacts.
3 Ways to Grant Management Access
Make the person the primary contact for the company.
Make the person the billing contact for the company.
Grant management access to a person from the company.
How To Grant Access:
Navigate to the company's record on the backend
Go to the Family Tree tab, then the People sub-tab
In the Action column, click the arrow
Then select the appropriate option from the drop-down list
Important Notes
A person only needs one of the three options above to access to their company's information in the Member Compass.
There is no limit to how many people can have management access.
The ability to access and edit the People list for a company depends on a setting in your Association Settings. There's also a separate setting to allow people with management access to move others to another parent company.
If someone does not appear on the company’s People sub-tab, click the link to Show Related Contacts (see image below).
Continuing Education Credits (CECs) awarded to other members within the same family tree are not viewable by those with management access.
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