Administrator manual

For organization administrators: reviewing members, taking payments, running events, and configuring the platform.

1. 1Getting started as an administratorHow admin access is granted, how to move between the portal and the admin area, and the shape of the admin screens.
2. 2The admin dashboardReading the metrics, the attention queue, and the activity feed on the admin home screen.
3. 3Members and application reviewWorking the application queue, assigning membership numbers, managing member records, recording when each member was admitted, counting how many members are in each chapter or category, sending birthday cards, importing a spreadsheet of members the organization already has, or downloading an Excel template made for the organization to fill in, along with the dues each member owes year by year, writing off a carried-over balance, and building the paid-up register for a membership period, including who is fully paid up for an AGM and how far behind everyone else is. Also making a duplicate or unwanted application inactive and reactivating it, and making an existing member a life member or withdrawing it. And seeing, and if need be ending, the assistants members have allowed to manage their accounts.
4. 4Payments, refunds and offline verificationThe transaction ledger, refunds, verifying offline payments, configuring gateways, whether a lapsed member owes the periods they missed, and pay links and custom bills.
5. 5Running conferencesCreating a conference, building the programme, selling tickets, and handling registrants.
6. 6Conference registrations and the doorThe roster, reserving seats for offline payers, assigning attendees, running the check-in desk on the day, the email each attendee gets when checked in with their certificate link, and collecting attendee feedback.
7. 7Running trainingCourses, cohorts, lessons, assignments, grading, attendance and certificates.
8. 8Running general meetingsMeeting series and their defaults, setting a meeting up step by step, the join link, agendas and documents, the check-in desk, resolutions, proxies and minutes.
9. 9The public websiteBuilding and launching the built-in website, step by step: pages and blocks, the homepage banner, collections, menus, theme and launch control.
10. 10Certificates and document templatesConfiguring the certificates and letters the platform issues, deciding who may download one without payment, and auditing what was generated.
11. 11Roles, permissions and admin invitationsHow access control works, how to build roles, how to invite other administrators safely, and how to give secretariat staff an admin account that is not a membership.
12. 12Organization settingsOrganization profile, email sender and reply addresses, branding, membership structure, membership numbers, billing, and the administrator onboarding checklist and adoption report.
13. 13AnnouncementsWrite to the whole organization or a group you pick, attach a file by link, then filter the delivery report by what the provider reported — delivered, opened, clicked, bounced or reported as spam — and trace any email that failed.
14. 14EngageThe managed communications service: campaigns, content workflows, approvals and reporting.