Novi AMS

Melisa Smith

Melanie Dupont

Jenn Norman, CAE

Keep your members connected, informed & engaged.

Member Signup & Member Compass

Determine what information new users will submit during the membership signup process.

Creating & Editing Your Online Membership Application

Add or remove fields from your new member signup form.

Configuring Key Information in Member Fields and Custom Fields

A guide on updating what Novi calls your Membership Information page.

Updating the Registration & Membership Information Page on Your Website

Learn how prospects and non-members can join your association from the frontend of your website in the Member Compass

Signing Up for New Membership as a Prospect and Non-Member

How people related to company members can join under a seat-based membership, and also add and remove seats in their Member Compass.

Company Membership with Seat-Based Dues: Member Experience on the Frontend

Exploring the different reasons a member may show up in your Recent Signups section under the Members tab in the admin.

Recent Signups List

User Record Matching & Duplicate Detection

What to do when you receive errors in recent signups.

Error When Attempting to Deactivate a Record in Recent Signups

Learn how to change a member's profile from approved to unapproved.

Mark a Record in Novi as Unapproved

Member Signup

See what users will experience when signing in to your website.

Understanding the User Login Screen

Learn how people will create user accounts on your website.

Creating User Accounts

When creating a user account or changing their login email, Novi will ask the user to confirm their email & will validate the domain.

User Account Email Verification

Learn how to help users reset their passwords from the backend, and what to do if they do not receive the password reset email.

Send Users a Password Reset (from Admin)

Learn more about what happens when a password reset email is sent, and what users see on the password reset page of the website.

When Users Request A Password Reset Email

Learn how to delete or change a member's user account within the admin.

Remove or Update User Account Login Email

How to help your members when they have trouble creating a user account.

Common User Account Creation Errors

Tips for Getting Your Members to Create User Accounts

How to link more than one record to the same user account.

Advanced: Linking Multiple Records with a Single Login

How to quickly identify and resolve the most common reasons a frontend user can't reset their password.

Troubleshooting Password & Login Issues

Pete Zimek, CAE

User Accounts

View examples of the messages that display in the Pay Balance tab of the Member Compass.

Pay Balance Screen Messaging

Learn what the Member Compass is, what it looks like for your members, and how you can maximize its potential.

Navigating the Member Compass: Novi's Self-Service Hub

Learn how to help your members print an invoice from their Member Compass.

Printing Invoices from the Member Compass

Learn how to link to Member Compass tabs and place content in front of your members visible to them when they first log in.

Maximize the Member Compass with Content and Direct Links

Saved Payment Methods for Users

How to edit and customize the content in the Member Compass.

Adding Specific Member Type Content to the Member Compass Dashboard

How a member with management access to a company can see related contacts' transactions.

How to View Related Contact Transactions in the Member Compass

Erin-M Marks

Member Compass

Create a custom design with text, images, and links

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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