Association Settings manage your organization's contact information, some brand elements, enable or disable select features, and set the defaults for your members' experience and interactions with your website.
In This Article:
Association Settings Tab Overviews
To Access Association Settings:
On the backend of your site, click the gear icon (top right).
In the drop-down menu, under Settings, click Association Settings
A new window will pop up with a navigation menu of settings for your organization.
Each tab in the Association Settings navigation menu has a unique link, allowing for easy reference to these specific settings in resources like Novi Notes. To access these direct links, sadd /admin/association-settings#tabname#sectionname to your association’s URL.
Learn more about each of the tabs below...
Alerts
Select to enable and update the information for an Emergency Alert banner, and/or a One Time Alert pop-up message on the website.
Novi Tip: If copying/pasting verbiage into either alert, be sure to paste as text!
Association
Update an organization's logo, name or abbreviation, time zone, and contact information (including Address, Phone, and Fax).
Update or add recipients for Daily Digest emails. (Highly recommended!)
Add or update social media links listed in the footer and on the Contact Us page. Novi will automatically link any social media accounts listed in this section and will not display icons that do not have a link:
Available social media platforms include:
Facebook
Twitter
LinkedIn
Instagram
YouTube
Change Multi-Factor Authentication settings to be optional or required for non-admin or all users
Transactional Emails
Choose whether to designate transactional emails by department
Member-to-Member Contact Form
This option allows site users to contact members and officers via a form that appears from their profiles (such as in a directory), rather than displaying email address. Please read the Member-to-Member Contact Form article for more information.
Check to enable the member-to-member contact form (emails will be masked in directories). Uncheck to disable.
After enabling the member-to-member contact form, the ability to edit the subject line, header, and footer regions of the form will appear. Learn more.
Send duplicate copies of the form submissions to association staff to stay informed about any communications occurring between members.
Utilize the Contact Form Limit setting to limit the number of messages a user can send to other members via the contact form. The system will check a few different identification points for users to enforce this limitation.
Blog
Update the name, tagline, and default featured image of Blog pages.
The URL prefix may also be updated, but a note of caution as changes could result in broken site navigation, as well as bookmarked or saved links. If your organization is needing to update the URL, consider using 301 redirects to avoid navigation errors. *Note: Similarly, updates to the URL prefix for Membership, Events, or Ecommerce should be done with caution.
Membership
Change the default featured image for membership pages if the site template uses featured images. This image will display throughout the member directory pages if directory-specific images are not used.
Customize the Member List Stage by adding a custom field to be summed and displayed among member type summary information. Only numerical fields, like unit count, number of employees, etc., will be available as an option.
Select which Custom Field from the Member List Filter, which search by the values of the selected custom field in Member List View or in event Attendee Lists.
Note: Novi only allows one custom field as search criteria to maintain the performance of the Members List, Attendee Lists and simplify searches.
Update the order of names on Member List from Display Name to First Name, Last Name or Last Name, First Name
Includes settings for the Member Directory and Member Compass (see below).
Enable or disable users with management access to be able to edit their company's staff.
Allow staff members with management access to move staff to another parent.
Allow users to adjust their privacy settings.
Enable the ability for renewal from the member compass, with or without the ability to update member type.
Add a Profile Special Field for individual and company records. This field can be a custom field or a system (built-in) field that is chosen to display.
Allow users the option to manage their Parent. Select users cannot change their parent, users can change to existing company records, or users can change to an existing company or create a new one.
Set the Member Compass Dashboard Default Content
(This content will show for non-members, prospects, expired members, and any member types that don’t have Member Compass Dashboard Override text.)
Events
Update the title and default featured image of Events pages.
The URL prefix can be updated in this section. Note: Changes here will update the URL for your organization's Events page and could result in navigation errors for site visitors.
Manage the 'Add to Calendar' button settings. Choose who the button should appear for on the Event details page and registration confirmations.
Enable the feature to display event attendees (publicly or to members only).
Add an Invoice Convenience Fee for event ticket purchases.
Add a unique message that will be displayed only on event invoices.
Choose to display (or not display) your Event Policy (aka cancellation policy). The policy can be required at checkout so attendees can confirm they've read the policy.
Changing this setting is universal and will impact all events.
To review or update the verbiage on your organization's event policy page, go to: www.yourassociationdomain.com/event-policy
Allow users to register other staff for events. This is on by default, but can be turned off.
Default Registration Path - This lets you determine whether new events are ticket or attendee-based by default (this can changed per event).
Continuing Education
Customize attendee/student details on continuing education credits & reports
Choose to display an attendee/student's...
Credentials
Professional Title
Parent Name
Choose a student address to display on education reports
Select student custom fields that should appear on education reports
Customize instructor details on continuing education credits & reports
Determine if you want to display an instructor's....
Credentials
Professional Title
Parent Name
Add (or remove) instructor signatures from education reports
Choose an instructor address to display on education reports
Select instructor custom fields that should appear on education reports
Customize messaging at the bottom of continuing education credits & report
Ecommerce
Update the title, tagline, and default featured image of product pages.
The URL prefix may be updated from here.
Note: Changes here will update the URL for your organization's Ecommerce store and could result in navigation errors for site visitors.
Add or change the email address that receives new order notifications from your website. Note that only one email address can be entered in this field and will receive confirmation emails for all product orders in the Ecommerce section.
To set up notification emails for specific products, go to the Details tab of the product and enter one or more email addresses in the "Send New Order Notifications To" field.
Add or update Fulfillment & Shipping Info for products.
Add an Invoice Convenience Fee for product purchases.
Add a unique message to be displayed on all product invoices.
Set the notification cadence for when to alert subscription holders that auto-renewal is occurring in x days.
Static Content
Links
Update the Logo Target Link for clicks on your organization logo. The default is your organization's homepage. *Note: This will update throughout your website. A click on your logo from any page it is displayed on will follow this target link.
This is more commonly used on member portals.
Locked Content
To change the Restricted Page message, edit the Content Locked Page Message to replace the default text. A direct link to the Restricted Content is also provided.
Alternatively, the Restricted Page content can be edited on the frontend by visiting www.yourassociationdomain.com/Error/RestrictedPage and updating the text using the Page Editor toggled to Active toggle to make edits.
Note - the text on the Restricted Page is universal to all Restricted Page messaging.
Display Settings
Custom text colors can be turned on, but it is not recommended to do so. When using custom text colors, it is highly recommended that admins use an accessibility contact checker tool to test contrast levels.
Change the Favicon image. This must be a .ico file. To convert a .png to a favicon, try using a site like https://favicomatic.com/. The recommended size is 32x32.
Change the Apple Touch Icon image. Recommended size is 180x180 with square dimensions and transparent background, and a .png file type.
Upload new Featured Images for the Static Page Default image, Contact Us page, Home Page Sponsors section, and Default Top Featured image for static website pages.
QuickBooks
Manage setting to require Classes for entities linked to QuickBooks.
Manage Invoice Privileges and Sales Receipt Privileges for transactions made by website visitors (including member sign-ups, product purchases, and event ticket purchases).
Manage the requirement for Company Name on a Guest checkout in Ecommerce and events.
If a guest (non-logged in user) registers for an event or makes an Ecommerce purchase, this setting will require them to fill out the “Company” field. The Guest's name and company name will not link to any profile and is utilized to collect data for reporting on the specific purchase.
Set an alert for notifying association staff via the Daily Digest if an invoice has not been sent or printed in X number of days.
Enable or update settings to prohibit invoicing for those with overdue balances.
Enable donation field on all credit card transactions to offset credit card fees. The "Request Donation" feature allows you to suggest a donation amount during checkouts involving credit card payments. While contributions are optional, you can set it up to be opt-in or opt-out.
Determine the Default Billable Party for Events & Ecommerce (User or Parent).
Choose which action the system should execute when an optional dues rule is removed from an open invoice.
Set a default exemption reason for tax-exempt members.
Manage your organization's Quickbooks Online connection.
Integrations
Manage your MailChimp or Constant Contact email integration.
Sync member system fields and custom fields to MailChimp or Constant Contact
Add or manage your organization's Forj integration (if applicable).
Add or manage your organization's Higher Logic integration (if applicable).
View and manage your Google Analytics Tracking ID.
Add third-party platform code into the "head tags" or "body script" of your website.
Advanced: Manage or add CSS styles. *Note: We mark this feature as advanced for users who understand CSS and how it will affect the site styles.
Related Articles: