Zane P
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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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Creating ad-hoc invoices and credit memos: Individually and in bulk
On this page: About ad-hoc invoices To create an ad-hoc invoice for an individual profile To create ad-hoc invoices in bulk Configuring invoice settings About ad-hoc invoices Ad-Hoc invoices and...
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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...
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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...
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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...
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New member profile FAQs
On this page What features does the new member profile include? Do I need to set anything up for the new member profile to work properly? How can I expand the new member profile to be the full ...
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Committee import
On this page Overview To upload a .csv file To access your imported data Overview With the committee import tool, you can add external or historic committee records into your MC Professional ...