Novi AMS

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

Jenn Norman, CAE

Pete Zimek, CAE

Melisa Smith

User Accounts

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Association Management Software

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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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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.

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

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

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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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