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Zane P

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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...

  • Password resets

    On this page How do I reset my password? How a member resets their own password How an admin resets a password How do I reset my password? There are 2 ways to reset a password in MC Profession...

  • 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...

  • 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...

  • 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...

  • Groups

    Groups control a member's permissions — their level of access to your website and database. Each new member type you create automatically creates a group of the same name and assigns members to it....

  • Editing paid invoices: Revenue accounts and offline payments

    On this page Accessing the invoice editor Updating revenue accounts on invoices Editing offline payment details Tracking changes on the Activity Log Administrators with financial permissions can...

  • Emailing form submitters

    On this page Overview To email form submitters for a submission list To email form submitters from the profile list Overview This article details the steps involved to email form submitters throu...

  • API Management

    To create an API client To configure an API client To select authorized grant types To configure redirect URIs To delete an API client To regenerate the client secret On the API Management page y...

  • Searching for unlinked member profiles

    On this page Overview To search for unlinked profiles Overview You can search for unlinked profiles in an organization member type using the advanced search tool. You may want to either link thes...