Setting Up Your Association
A detailed walkthrough of configuring your association's branding, membership tiers, profile fields, and roles.
Once your association is registered, the next step is configuration. A well-configured association gives your members a polished, professional experience from day one.
Branding and identity
In the admin panel under Settings → Branding, you can upload your association's logo, set a primary color, and configure the association's tagline. This branding appears throughout the member portal and on communications sent to members.
Membership tiers
Membership tiers classify your members into categories — for example: Regular, Life, Honorary, Student, or Corporate. Each member is assigned a tier when they join. Tiers can affect eligibility for certain elections and financial obligations.
Custom profile fields
Zenith AMS lets you define a custom questionnaire for your members. Navigate to Settings → Profile Fields to create fields such as:
- Profession or industry
- Date of birth or graduation year
- LinkedIn profile URL
- Local chapter or branch
- Membership number
- Emergency contact
You can mark fields as required or optional, and group them into sections for a clean profile editing experience.
Assign admin roles
Beyond the founding Administrator account, you can invite other members to take on admin roles such as Manager, Account Officer, Editor, or Viewer. Each role has specific permissions — for example, an Account Officer can manage finances but cannot edit member profiles or create events.
Related articles
Understanding Roles and Permissions
A complete guide to the seven association roles — what each can do and when to assign them.
Inviting Members to Your Association
How to add members individually, in bulk via CSV, or through invitation emails.
Customizing Member Profile Fields
How to add, edit, and organize custom profile fields for your members.