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Zane P

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Articles

Recent activity by Zane P Sort by recent activity Recent activity Votes

  • Password resets

    1. Administrative Tools
    2. Administrator Functions

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 1 vote

  • Registrant list dashboard view

    1. Forms
    2. Form Submissions

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Admin profile view

    1. Database
    2. Profile Management

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -2 votes

  • Group attribute security

    1. Database
    2. Attributes

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 2 votes

  • Groups

    1. Database
    2. Groups and Member Types

    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 ...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -6 votes

  • Tracking invoice history with the Activity Log

    1. Financial
    2. Invoicing

    On this page: About the Activity Log Data availability What information gets logged? Edits to Open (unpaid) invoices Accessing the Activity Log About the Activity LogWith the Activity Log, admin...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 2 votes

  • Emailing form submitters

    1. Forms
    2. Form Submissions

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • API Management

    1. API Resources
    2. API

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 6 votes

  • Searching for unlinked member profiles

    1. Database
    2. Profile List

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • New member profile FAQs

    1. Database
    2. Profile Management

    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 ...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes