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"Allow Non-Member Account Sign-Up" Option
"Allow Non-Member Account Sign-Up" Option

Learn how you can allow or not allow non-members to create accounts on your website.

Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

Choose whether you would like to allow or not allow non-member signups from the frontend of your website.

Reach out to the Novi team if you would like to verify or change your current setting since it is a setting only we can toggle.

Setting Turned On

Some of you may want to allow users to create accounts without having a membership because, for example:

  • You want to be able to track new prospects or prospect staff who have signed up on your website.

If this setting is turned on:

  • Users will be able to create a new user account for themselves and (optionally) add a new non-member company as their parent (if the company is not already in your system).

  • The person will come in as a non-member unless they select an existing member company as their parent (and the company is in a member type that flows benefits to staff).

  • If they add a new company as their parent while creating their account:

    • They will be asked to fill out information for the company (based on your Key Info settings).

    • The company will come in as a non-member record.

    • They will automatically be assigned as the Primary Contact of the company.

  • The new record(s) will be listed in your Recent Signups list.

    • Individual records will require admin approval.

    • Company records will be auto-approved (with a Clear action).

    • Feel free to add a member type on the record to switch them from Non-Member to Prospect. Learn more here.

  • Once the individual's record is approved by an admin, they will be able to self-service from their Member Compass, including the ability to sign up for membership.

Setting Turned Off

On the flip side of that, you may want to restrict new account signups to only members if you prefer to not have these non-member records in your Novi database and QuickBooks Online account.

If this setting is turned off (unchecked):

  • A message will pop up during the account creation process that will let the user know that we were unable to find their membership in the database and prompt them to register for one.

NOTE: This process is a bit different for companies in a member type where benefits are limited to only a certain number of inheriting people. Learn more here.

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