What is it?
The Account Settings tab allows you to configure several settings for your Oasis product, including Time Zone, Membership Year, Notification settings, Billing Contact information, your Member Number preferences, and more.
How to Access
Navigate to Settings > Account Settings
Account Information
The first item on the Account Settings tab is the Account Information area. This area will show your organization's Oasis account number, the number of Authorized Service Administrator profiles you have set up, and details on the number of custom and prospect profiles you are using vs. how many you have access to use.
Organization Logo
The logo uploaded here is used by the system on all invoices as well as exports for Continuing Education credits. Click the Upload Logo button to upload your logo. You can also delete an existing logo by clicking Delete Logo.
Time Zone
Use the dropdown menu in this section to select your organization's time zone. Dates and times throughout the Oasis system use this time zone.
Membership Year
Next, set the date on which your organization's membership year starts. The membership year starts at 12:00 AM on the date selected, and lasts for one full year through 11:59 PM on the day before a new membership year starts (ex. if your fiscal year ends on 12/31, set your Membership Year to 1/1). These dates and times are all within the time zone set above. Oasis uses this membership year for reporting. NOTE: Your Membership Year is only editable by the Oasis Help Team. If you need to change your Membership Year settings, please feel free to contact us.
Notifications
Under the Notifications section, enter the default From Name and Reply-to Email address for email notifications. NOTE: If left blank, the email will be set to notifications@memberclicks.com.
Billing Contact
Use the Billing Contact area to enter the contact info for your organization's billing contact. This person will receive invoices, and notifications from our Billing Team.
Member Number
Profiles not in the prospect member type are automatically assigned a member number. If this option is toggled ON, the member number will be displayed in the profile. Each member, including profiles in an Organization Linked relationship, will have a unique Member Number.
You can also choose to Set the next member number using the link included. If you would like to set your members’ numbers so that they start in the hundreds or thousands rather than starting at one, click “Set the next member number” and enter the number from which you would like to start. In the example below, our membership numbers will start at 1000 and go up from there.
QuickBooks
If your organization uses Quickbooks, toggle this option ON. Toggling the option ON will change your view for Revenue Account set up, so that we can capture the information that is really important for QuickBooks (specifically, the name of the Revenue Account ex 40010 - Conference). NOTE: The name of your Revenue Account in Oasis MUST exactly match your QuickBooks account name. We suggest copying and pasting directly from your QuickBooks account into the Revenue Account Name.
Comments
8 comments
Hi, My Membership Dashboard doesn't look like this. I can't find my Accounts Setting area.
Thanks!
I realize I'm using the Classic edition. Thanks for your help.
Hi Michael - It sounds like you may have already found an answer to your question, but just in case, I wanted to follow up. There is not an Account Settings tab in the Classic system. If you're looking for a specific feature, or need assistance, please contact the Help Team by phone at 404-879-2800 or via email at help@memberclicks.com.
Hi Debra - This article includes documentation about Webmail, the 3rd party email provider we use. If you need assistance logging in to email administration or have other questions, I would recommend reaching out to the Help Team. They're here until 6PM ET tonight and available by phone at 404-879-2800 or via email at help@memberclicks.com.
Every email that we send out has to have a physical address at the bottom, and currently it is my address as the ASA. However, I'll be stepping down as the ASA shortly, and we need to change the address on those emails. I thought it was in the Account Settings, but I'm only finding the financial contact info there. Can you point me in the right direction? Thank you!
Hello Eric! The CAN-SPAM address in the footer is something we change on our end. I've gone ahead and made a Help ticket for you so we can get that updated. We'll be in touch!
Our fiscal year ends 12/31, so our membership year is set to 1/1. We're unique in that we do not invoice until January. Nothing says "Happy New Year!" like receiving a dues invoice from your professional association as you're ringing in the new year. Further, we don't want to bill in December because we operate on a cash basis. Is there a workaround in setting up the invoicing notifications, reminders, etc., or would we be best served to have you amend the membership year by a couple of days so we're not annoying our Fellows?
Hey Debbie - you gave me a big chuckle at that one! Who doesn't love a nice invoice to kick off the New Year?
As far as your set-up, to accommodate for your fiscal year needs while also being considerate of your timing, you would be best off having your Membership Year changed. This does mean that the Membership Year in the system would end further out than 12/31, to match your new start date.
If you'd like to move forward with that, or have additional questions, drop us a line at help@memberclicks.com! We'll be happy to assist.
Please sign in to leave a comment.