Novi AMS

Learn how you can manage your contact information, update your logo, customize and enable features, and more from Association Settings.

A Guide to Association Settings

Differentiating the frontend visibility and terminology used regarding family relationships between records.

Editing Individual and Company Parent Record Settings

Managing Analytics & Scripts Through Association Settings

Set your communication preferences for transactional emails in Association Settings.

Association Settings: Transactional Emails

The Spam Filter can be expanded to include words from spam messaging that your organization has received.

Add Custom Words to Your Spam Filter

Avoid charging sales tax on transactions made by out-of-state users

Turning Off Sales Tax for Out-of-State Transactions

UA has been sunset by Google and GA4 Measurement ID is the way to track analytics on your Novi site.

Transitioning to Google Analytics 4

Learn how to add Google Analytics and Google Tag Manager to your Novi Settings.

Google Analytics and Google Tag Manager

Display a key profile detail in the Member Compass on individual and company profiles.

Configuring the Profile Special Field in Member Compass

Melisa Smith

Jenn Norman, CAE

Lane Gibbs

Association Settings

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.

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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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