Novi AMS

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

Melisa Smith

Melanie Dupont

Member Signup

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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