A comprehensive overview of the association administrator user role

What l can do as an association administrator

As an association administrator, l should be able to:

• Log into the system using the local account.
• Manage your profile.
  • Update your phone number.
  • Upload your profile picture.
  • Change your password.
  • Add another service to log in:
    • Link your local account with Google.
    • Link your local account with LinkedIn
    • Link your local account with Dropbox.
  • Manage two-factor authentication.
    • Set up two-factor authentication.
    • Deactivate two-factor authentication.
    • Reset two-factor authentication.
    • Manage your personal data:
• Logout of the system
• Send an email if the password is forgotten.
• Resend email confirmation to activate the account.
• Switch associations
  • Switch from one association to another.
  • Make one association your preferred or default association
• Manage the association account.
  • Add and update the association name.
  • Add and update association contact details.
  • Add and update association address details.
  • Add and update association membership type.
  • Add the association logo.
  • Add and update the association email address.
  • Create and manage member groups/packages.
  • Create and manage member chapters.
  • Create and manage member tags.
  • Create and manage document types.
  • Customize association parameters.
    • Configure system features.
    • Update custom labels.
    • Create and manage payment providers.
    • Create and manage system categories.
• Manage system users.
  • Add system users.
  • Assign system users to their respective roles.
  • Edit system user profiles.
  • Activate and deactivate system user profiles.
• Manage the association's member data.
  • Add a new member.
  • Import members.
  • Export members.
  • Manage member(s) profile or record.
  • Update member details.
  • Remove members from the association.
  • Deactivate the member profile.
  • Assign a member group to the member.
  • Link member(s) to chapters.
  • Link member(s) to tags.
  • Email member(s)
  • SMS member(s)
  • Invoice member(s)
  • Quote member(s)
  • Create credit notes for member(s)
• Manage the association billing section.
  • Create, view, edit, print, and delete member invoices.
  • Create, view, edit, print, and delete member credit notes.
  • Create, view, email, print, mark as accepted, and delete member quotations.
  • View, print, and email payment receipts.
  • Manage the association fees.
    • Create and update the fee.
    • View members associated with the fee type.
    • Delete or remove a fee record.
  • Manage the association’s financial years
• Manage the association automation section.
  • Create automation schedule.
  • Monitor the automation task dashboard.
• Manage the association files/resources section.
  • Create resource files.
  • Publish resource files.
    • Link resources to members by group, chapter, or tags
  • Unpublish resource files.
  • Delete resource files.
• Manage the association member center section.
  • Manage member content.
    • Create, publish, and unpublish polls.
      • Link polls to groups, tags, or chapters
    • Create, publish, and unpublish announcements.
      • Set access to announcement by group, chapter, tag, or for all members.
      • Clear access rights
    • Create, publish, and unpublish articles.
      • Set access to articles by group, chapter, tag, or for all members.
      • Clear access rights.
    • Create, view, and edit components.
      • Set access to components by group, chapter, tag, or for all members.
      • Clear access rights.
    • Create, publish, and unpublish important dates.
      • Link important dates to groups, tags, or chapters.
  • Manage the member support center
    • Create and update frequently asked questions (FAQs)
    • View and respond to member queries.
    • View and respond to member suggestions.
  • Member setup
    • Create and update member pages.
    • Add new member account (for the member to access the member portal).
• Manage the association forms section.
• Manage the association forums
• Manage the association's practices
• Manage the association’s member directory.
• Report extraction section.
  • Extract various member reports.
    • Membership reports.
    • Member contact reports
    • Member additional information reports.
    • Financial reports
• Manage the association's integrations.
  • View available integrations.
  • Activate integration(s).
  • View activated integrations.
    • Delete the activated integration.
    • View the integration settings.

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Related topics

• Introducing The Association Administrator Platform For Efficient Management

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