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Overview of Graviti System

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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