Member Compass Video Overviews:
Want us to walk you through it? No problem! Check out the videos below.
What is the Member Compass?
The Member Compass is your members' profile and guide to their information within your association. (Even non-members have access to a Member Compass if they have an account on your site!)
How Does it Work?
An individual must first create a user account. Once they are logged in, they will be able to see and access their profile information, membership status, transaction history, ecommerce orders, event registrations, and more.
They can get to their Member Compass by clicking on their name in the top-right hand corner, similar to other social platforms.
Non-members with a login still have their own Member Compass but cannot access members-only information.
Sharing Links to the Member Compass
To share a direct link with your members to their Member Compass Dashboard, add /member-compass to the end of your website domain.
Section/Tab
You can also share a direct link to the tabs within the Member Compass by adding /member-compass#NAME-OF-TAB, or right-click on the tab and click Copy Link Address.
Add the following to the end of your website domain to direct users straight to a specific tab in their Member Compass (Note: Visibility of some tabs below require specific permissions):
Dashboard = /member-compass
Pay Balance = /member-compass#pay-balance
Account History = /member-compass#accounting
My Events = /member-compass#events
Continuing Education = /member-compass#continuing-education
My Orders = /member-compass#orders
Profile = /member-compass#profile
Login & Password = /member-compass#login-and-password
Payment Methods = /member-compass#payment-methods
Company = /member-compass#company
People = /member-compass#staff
Reports = /reports/report-list
Specific Field
To link to a specific field within the Profile tab, add the section name to your domain. Like this: /member-compass#profile-DISPLAY-NAME-OF-FIELD.
If linking directly from the Member Compass itself, utilize only the tab and Display Name for the field in the link like this: #profile-DISPLAY-NAME-OF-FIELD.
What Will Users See?
Logged-in individuals may see different tabs in their Member Compass, based on their membership status, engagement and whether or not they have management access to their company's account. Learn how to grant management access so that people are able to update their company's profile.
All Individuals
Regardless of member type, status, or family relationships, all logged-in users will be able to see:
Their Dashboard with their membership status
Transactions billed to themselves
Their event history
Their continuing education credits (if applicable)
Their order history
Their own personal profile information
Individuals with Company Privileges
Including Primary Contacts, Billing Contacts, and Management Access: Logged in users that are assigned as the Primary and/or Billing Contact for a company, as well as users with management access, can see all of the above, as well as:
View and edit the company profile(s) - if they have access to one company they will have a "Company" tab in their Member Compass, but if they have access to more than one company they will have a "Companies" tab with a list of all the companies
View and pay transactions for the company, all sub-companies, and related people
View their company's order history and subscriptions (they will not see this information for sub-companies or related people)
View event registration history and upcoming events for related people
If the setting to allow management of people is turned on -
Manage the people list for the company and all sub-companies including adding and removing people, editing member profiles, and granting management access to others
Anyone in the family tree can have access to multiple company profiles and their people lists. Learn how to give an individual access to multiple related companies.
Individuals with Reports Access
A list of reports that are available for viewing based on the settings for each custom report. Learn how to share a report to the member compass.
Member Compass Sections
Sections available to all logged-in individuals:
Dashboard
The Dashboard section is the first page your member will see upon login. This section will show a message from you, their membership status, any outstanding invoices, upcoming events, and featured blog categories.
Membership Status will display differently if the logged-in member has their own membership or inherits benefits from their company's membership. If inheriting, this area will also include the name of their company and their company's member type.
You can choose how a member's "Member Since" info is displayed with an Association Setting that allows you to choose from:
Member Since (Default): Uses the start date of the current membership term
Original Join Date: Show off long-term loyalty!
Do Not Display Publicly: Keep it private, if preferred
Note: For members inheriting benefits, this will be the company's dates.
Pay Balance
The Pay Balance tab shows open transactions that have been billed to the logged-in individual. Primary Contacts, Billing Contacts, and those with management access will also be able to see open balances for their company, all sub-companies, and related people.
The member has the option to select the Full Balance owed, Overdue Balance only, or choose from Specific Invoices for payment. When paying, the member can use a previously saved Credit/Debit Card, or add a new payment method.
If the member has not previously signed up for Auto-Pay for membership renewals, that option will be given in the Payment box. If they need to opt-out, they can so do in the Payment Methods tab.
Partial Payments (if enabled)
Members can pay invoices in portions through the Member Compass by entering a custom Amount to Pay on a specific invoice. The balance stays open until fully paid. Partial payments are only available when selecting Specific Invoices from the Pay Balance tab. Learn more here. → Allow Members to Make Partial Payments
Account History
The Account History tab that will show transactions that have been billed to the logged-in individual. In addition, Primary Contacts, Billing Contacts, and those with management access will be able to see transactions billed to their company, all sub-companies, and other related contacts of the company.
Here, members can view transactions, pay invoices, or print transactions in bulk.
Transactions are sorted by default in order of open invoices that are due. The "sort by" tool allows users to sort their transactions by balance, who was billed, transaction date, due date, status, and total. Note that the transaction status appears in the righthand corner of the transaction space.
My Events
There are two tabs within the My Events section where members can keep track of both upcoming and past registrations:
Upcoming Events: Displays any events the logged-in individual is currently registered for. They can easily add events to their calendar from here. For private webinar link events, a Join button will appear on this screen starting 15 minutes before the event begins.
Past Events: Shows events the logged-in individual has already registered for. Each event will display an attendee status – Attended or Not Attended – if one has been recorded. If no status is set, none will appear.
Primary Contacts, Billing Contacts, and those with Management Access will also be able to see events for other related contacts of the company by checking the box Show Related Registrations at the top of the list.
Continuing Education
The Continuing Education section shows any credits awarded to the user for event attendance, as well as any credits added manually to their activity timeline by admins.
Logged-in users can download a full Continuing Education Report using the button in the top right corner, or see detailed information on specific credits earned by selecting "View Credit" (Learn more about viewing credits here).
My Orders
The My Orders section shows if a purchase has been made from the Ecommerce section of your website. Individuals can see order information for orders they have placed, their order fulfillment status, and tracking number (if applicable), as well as subscription information.
Primary Contacts, Billing Contacts, and those with management access will also be able to see orders and subscriptions billed to their parent company.
Profile
All individuals will be able to edit their profile information - such as contact information and custom fields. Allowing users the ability to change their parent company is a per-association decision (learn more about this setting here). Let the Novi team know if you would like to update this setting for your website.
To maintain data integrity, individuals must contact the association to request a change to their name, title (prefix), and/or suffix.
In addition to name and company information, a profile special field can be displayed at the very top of the profile section. Set the options for this field in Association Settings > Membership.
Login & Password
The Login & Password section allows users to see their main Contact Email and Login Email, and to edit their login email and password. Note that they must know their current password to make these changes.
Payment Methods
In the Payment Methods tab, members can add, update, or delete saved credit cards. In addition, they can manage their membership auto-pay status.
Sections available only to company Primary Contacts, Billing Contacts, or users with management access to a company:
Company / Companies
This section allows users with company privileges to edit company information such as contact info and custom field information (note: this does not include the company's name, which can only be updated by Association Admins). The label will depend on whether they have access to one company or multiple companies. If multiple, the tab will display a list of all the companies they have access to.
People
Here, users with company privileges can add and remove individuals from the company's People list. They can also assign open seats to people to self-manage their own member benefits or grant management access to others.
📌 Important Notes:
Adding a person will also email an invite to that individual to create their user account unless the email is already in use by another user.
When removing a person from the People list, the system removes the Parent Company from the person's record, but it does not delete their record from the system.
When giving another person management access, a dropdown will appear where they can select which companies that person should have access to.
If the person being removed is a Primary Contact or Billing Contact for their company, then the logged-in individual will not be able to remove that person from the People list.
They should instead reach out to the association for removal of that person, providing a contact point for the association during important changes
In the screenshot below, Mary Morgan is an example of a person who cannot be removed via the Member Compass.
For memberships that are seat-based, users with management access can only assign open seats to people. If they wish to remove them from a seat and stop them from receiving member benefits they will need to remove them from the company entirely, or contact an admin to get them removed manually (so they can still be associated with the company but not inherit benefits).
Check your settings!
The People tab will only appear in the Member Compass for users with company privileges if the setting for users with management access to be able to control their company's people is turned on for your website.
For trade associations with company members, we recommend that this setting is turned ON so that primary contacts can remove/add person members from their company (or companies) and update the member's information.
For a society with individual members, you may want this turned OFF so that membership information stays protected from unwanted changes. Ultimately the decision is yours.
A second setting to consider is the one that allows the user with management access to move existing person to a different parent company.
They will only be able to select from a list of companies they have access to (i.e. in their family). This also means the companies must already exist in the database - the user will not be able to add a new company here.
These settings can be updated in Association Settings > Membership tab.
Section available only to people with reports access:
Reports
This section allows users with reports access to view/download the custom reports that are available to them.
Members will see a frontend version of the exact report you created on the backend, with the ability to print to PDF or export to Excel.
Check your settings!
The Reports tab will only appear in the Member Compass for users with reports access. To enable access, you must turn on "Share Report with Non-Admin Users" on each custom report you'd like to display, then select the appropriate group.
Creating a Membership from the Member Compass
There are a few scenarios where a user can create or renew a membership from their Member Compass. Of course, this requires that they already have a login, so a few specific scenarios would apply here:
The user is an expired/lapsed member who would like to renew their membership.
The user is an expired/lapsed member in grace period status who would like to renew their membership.
The user is a current member, but you have auto-renewal turned off and allow members to renew themselves prior to their expiration.
The user is a non-member with a login who would like to register for an individual membership.
The user is a prospect with a login who would like to register for an individual membership.
The logged-in user is the primary/billing contact or has management access to a non-member company and would like to register for a company membership.
The logged-in user is the primary/billing contact or has management access to a prospect company and would like to register for a company membership.
Check out a few of our deep dive articles to learn more about:
Membership status types in Novi AMS (e.g. current, non-member, prospect, grace period, etc.)