Admin panel guides for managing members, roles, events, committees, elections, and association settings.
A tour of the association admin panel and how to navigate its main sections.
3 min readHow to add, edit, suspend, and export members in the admin panel.
5 min readGive every member an ID in your own format, choose who can download their ID card, and how a card is checked by scanning it.
5 min readBring in a whole member list, with the dates people really joined, from Excel or CSV.
3 min readHow to create custom roles and assign granular permissions to admin users.
4 min readStep-by-step guide to creating events, managing registrations, and tracking attendance.
5 min readHow to charge for an event, what happens when a member registers, how seats are held and released, and how to handle guests and refunds.
6 min readHow to create committees, assign members, and collect committee reports.
4 min readAdmin guide to setting up elections — positions, nominations, voter rolls, and vote counting.
6 min readHow to add, edit, and organize custom profile fields for your members.
3 min read