Help Centre
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User manual
  • Getting started
  • Your membership application
  • Corporate membership
  • Payments, dues and renewals
  • Your profile and settings
  • Conferences and events
  • Training courses
  • General meetings
  • The member community
  • Notifications
  • Certificates and documents
  • Letting someone manage your account
Administrator manual
  • Getting started as an administrator
  • The admin dashboard
  • Members and application review
  • Payments, refunds and offline verification
  • Running conferences
  • Conference registrations and the door
  • Running training
  • Running general meetings
  • The public website
  • Certificates and document templates
  • Roles, permissions and admin invitations
  • Organization settings
  • Announcements
  • Engage
Feature reference
  • Platform overview
  • Membership
  • Payments
  • Conferences and training
  • Governance
  • Public website
  • Communications
  • Documents
  • Access control
  • Permission catalogue
  • Route map

Support

  • Getting help

Feature reference

Every module in the platform, what it does, where it lives, and which permissions govern it.

  1. 1Platform overviewWhat the platform is, how tenancy works, and how the pieces fit together.
  2. 2MembershipAccounts, applications, membership types, subscriptions and the member lifecycle.
  3. 3PaymentsCarts, payments, subscriptions, gateways, refunds and reminders.
  4. 4Conferences and trainingEvent management and the training system, side by side.
  5. 5GovernanceGeneral meetings, attendance, proxies, resolutions, voting and minutes.
  6. 6Public websiteThe CMS: pages, blocks, collections, template packs and access levels.
  7. 7CommunicationsNotifications, messaging, the member wall, and the Engage service.
  8. 8DocumentsCertificate and letter templates, assets, and the generation audit log.
  9. 9Access controlThe attribute-based access control model: roles, permissions, policies and audit.
  10. 10Permission catalogueEvery registered resource and the actions available on it, grouped by module.
  11. 11Route mapThe application's routes, grouped by audience, with what each one is for.