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.
- Create, publish, and unpublish polls.
- 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 member content.
- 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
- Extract various member 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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