Novi AMS

Learn some of the terminology associated with using the Novi AMS Platform with this glossary of terms.

Novi Terminology

Learn when the Daily Digest email is sent and what information is included.

Daily Digest Overview

A brief overview on how to determine what information was changed and who made changes to members, events, blog posts, and other sections.

Audit Log: Who Changed What & When

Overview of all available fields that can be added as display columns when viewing and exporting lists on the backend of Novi AMS.

Available Columns in List Views & Exports

Learn how to navigate more quickly through your Novi admin.

Quick Create & Recently Viewed in Novi

Your membership data is mission critical to your organization, and Novi is here to help ensure you don't lose any of it.

Does Novi Backup My Membership Data?

Where to find and manage admins within the Novi database.

Managing Association Admins

Create a succession plan that ensures the continuity and security of your Novi AMS system during staff transitions, exits, or emergencies.

Association Admin Succession & Transition Planning in Novi

Checklist to manage staff changes in Novi - remove users, assign replacements, and ensure smooth handoffs.

Staff Transition Checklist

Set default tabs, manage your admin login, and more!

Admin User Preferences

Learn more about choices you can make about how your member information is handled in Novi AMS

Cookies, PostHog, and Novi AMS: Privacy Options for Your Association

Erin-M Marks

Pete Zimek, CAE

Jaime Morgan, CAE

General

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Association Management Software

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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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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