Zane P
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Admin permissions
On this page Overview To configure admin permissions Admin permission controls Overview The admin permissions page controls which sections in your MC professional administrator backend that speci...
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Assigning attributes to member types
On this page Overview To assign custom attributes Overview After creating a custom attribute, you need to assign it to your member types. If you haven't done so, members of that type cannot acces...
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Invoice notifications vs renewal notifications
On this page Overview Automatic member type notifications Invoice template notifications Which template should I choose? Overview When renewal invoices are generated, an invoice or renewal notifi...
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Zapier: Triggers and actions
On this page Overview Triggers available in MC Professional Event triggers Membership triggers Invoice triggers Actions available in MC Professional Overview With Zapier, you can use MC Professio...
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Password resets
On this page Overview To reset member passwords Notes Overview Member profile passwords can be reset by: A member: By clicking the Reset Password link on the login page of your website. An admin...
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Registrant list dashboard view
On this page Overview To access the dashboard view of a registrant list Revenue Snapshot Discounts Member Types Registrant selections Overview In the registrant list Reporting Dashboard you ca...
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Admin profile view
On this page Overview To configure admin profile view Profile view Overview On the Admin Profile View page you can create a new default tab for your member profiles. You can also add and organize...
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Group attribute security
On this page Overview To configure group attribute security Overview On the group attribute security page you can control group permissions. This page also controls the attributes your members ca...
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Groups
On this page Overview To create a new group To assign members to a group from their profile and the profile list To assign members to a group through a form Overview Groups dictate a member's ...
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Can I edit an invoice?
Open invoices Paid invoices Open invoices Whether a manually created ad-hoc invoice, or an invoice that was generated automatically by the system, you can't edit an open invoice. If you need to c...