Control System Features

The platform control panel

On the top right of the page, there are four features that include: Settings, Copilot, Notifications, and Switch Organization.

SETTINGS

This feature allows users to customize their admin (organization) and member portal theme settings, such as scheme, colour customizer, scheme direction, side bar colour, sidebar types, side bar active style, etc.

 

COPILOT

This feature   is an AI-powered virtual assistant or bot that provides users with guidance, support, or recommendations within the membership organization system. It may offer helpful tips, answer frequently asked questions, or even automate certain tasks. Functionality underway.

 

NOTIFICATIONS

This feature sends users updates and alerts about important events, changes, or updates within the membership organization system. Notifications may include news, announcements, reminders, or other relevant information.

Examples of notifications that an administrator may receive are as follows:

• New Member Registration: The administrator may receive a notification when a new member registers on the online portal, providing details such as their name, contact information, and membership type.
• Membership Renewal Reminders: The administrator can receive notifications regarding upcoming membership renewals, prompting them to send reminders to members who need to renew their membership.
• Payment Confirmations: When members make payments for their membership fees or any other related payments, the administrator can receive notifications to confirm successful transactions.
• Event Registrations: If the organization hosts events or programs, the administrator may receive notifications whenever members register for these events, including details like the event name, date, and number of attendees.
• Membership Expired Alerts: The administrator can receive notifications when a member's membership has expired, allowing them to follow up with the member regarding renewal or potential actions required.
• Member Updates: The administrator may receive notifications when members update their personal information, allowing them to keep track of changes and ensure accurate member records.
• Committee or Chapter Requests: The administrator can receive notifications when members request to join or participate in these subgroups.
• Communication Requests: The administrator may receive notifications when members send messages or communication requests through the online portal, allowing them to respond and address any inquiries or concerns.

 

SWITCHING FROM ONE ASSOCIATION TO ANOTHER

The association switching feature allows administrators to switch between different associations within the platform, making any one of the available associations the preferred (default) association. An administrator can manage more than one association. Hence, they are able to switch from one association to another without having to log in and out of the system to do so.

• HOW DO I SWITCH FROM ONE ASSOCIATION TO ANOTHER?

To switch to a different association, click on the Switch icon, and a pop-up with a list of available associations will display. Click on the “Switch” button to switch to the association.

You will receive a pop-up confirming the switch; click on the “Ok” button, then start working on the current activated association.

 

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Related topics

• A Detailed Walkthrough For Switching From One Association To Another

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