Novi AMS

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

Pete Zimek, CAE

Melisa Smith

Erin-M Marks

Member Compass

Create a custom design with text, images, and links

Association Management Software

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Create your workspace and invite the people you work with.

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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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