Difference between revisions of "Administrator Tasks"

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(Configuring Basics)
(Customizing the Software)
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Note that only staff with Administrator Level permissions are able to make these changes.
 
Note that only staff with Administrator Level permissions are able to make these changes.
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===Membership Types===
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====Define your own Membership Types====
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====Assign Membership Type to a member====
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====How are Membership Types used?====
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===Member Login Area Options & Settings===
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====Customize the Member Login area selections====
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====Control members access to other member email addresses====
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====Create your own menu selections====
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====Modify the Member Login area Home page text====
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====Enable and Customize Promote Your Business Widget in MIC====
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====Customize Forgot Password Error Message====
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====Customize the Member Information Center MIC Help====
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====Customize the Member Information Center MIC4 Search====
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====Customize the Member Information Center Features Available====
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===Social Network Publishing===
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====Connect to Twitter / Facebook / LinkedIn====
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====Disconnect Twitter from GrowthZone/ChamberMaster====
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====Disconnect Facebook from GrowthZone/ChamberMaster====
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====Disconnect LinkedIn from GrowthZone/ChamberMaster====
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====Repost Single Event to Your Facebook page====
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===Customizable Menu selections===
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===Customize the Website Modules===
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====Modify Event Options and Settings====
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====Modify Business Directory Control Panel====
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====Modify Job Posting Settings====
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====Modify Hot Deals Settings====
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====Modify MarketSpace Settings====
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===Credit Card Processing===
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===Internet Fax Service===
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====What is an email fax service?====
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====Configure GrowthZone/ChamberMaster to use my email fax service====
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====Which email fax services are supported?====
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===Miscellaneous Settings===
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====Enable LiveEdit Button====
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====Enable Constant Contact Synchronization====
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====Upload your logo====
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====Enable Votility Integration====
  
 
==Help Documentation==
 
==Help Documentation==
 
Browse the Admin Tasks [[Administrator_Tasks-Table_of_Contents|Table of Contents]]
 
Browse the Admin Tasks [[Administrator_Tasks-Table_of_Contents|Table of Contents]]

Revision as of 07:35, 11 July 2017

Contents

Getting Started

When your GrowthZone/ChamberMaster software if first installed, one or more users will be designated as Administrator. These individuals should ensure that your database is configured with some basic settings. As you continue using your software, you may desire to customize many different settings such as Custom Fields, Online Event Calendar preferences, and Member Information Center options.

If you are just getting started with Admin Tasks, watch this 32 minute overview video Vid.png

Configuring Basics

The GrowthZone support team works with your association as your data is converted and imported. Many items will already be customized to you. However, having a comfort level with viewing these selections and knowing where to change them if needed may be desired.

Four areas are commonly referenced in the first weeks of using your software:

  • Business Information (association name & address etc)
  • General Options (integration settings)
  • Employees/Reps (staff login names and passwords)
  • Business Categories (member online directory categories)

Set Up Organization Information

General Options & Settings

Staff/Employee Logins and Permissions

Add New Staff Access

Set Email Notifications

Modify Login Access

Business Categories

Modify Business Directory Categories

Printing Business Category Reports

QuickLinks

Point of Interest Categories

MarketSpace Categories

Customizing the Software

Many options are provided for customizing the selections which allow the software to perform and look the way you want.

  • Membership Types may be created so you can assign Membership Types of your own through a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.
  • Menu choices in the Members Only login area may be customized providing the precise experience that you desire for your membership.
  • The “look and feel” of other public website modules may also be customized using menu selections in “Event Options and Settings” or “Business Directory Control Panel”. Settings specific to Hot Deals, job postings, and MarketSpace may also be modified.
  • Social Networking options are available to allow Job Postings, Events, Hot Deals, New Members, and News Releases to be promoted on your Facebook, Twitter, or LinkedIn account with only a few one-time selections. This feature is only available to associations that have upgraded to the Plus edition or greater.
  • Plus edition users or greater may also include credit card as a payment method for event registration, online membership application payment, or when member pay bills online in their Member Information Center.

Note that only staff with Administrator Level permissions are able to make these changes.

Membership Types

Define your own Membership Types

Assign Membership Type to a member

How are Membership Types used?

Member Login Area Options & Settings

Customize the Member Login area selections

Control members access to other member email addresses

Create your own menu selections

Modify the Member Login area Home page text

Enable and Customize Promote Your Business Widget in MIC

Customize Forgot Password Error Message

Customize the Member Information Center MIC Help

Customize the Member Information Center MIC4 Search

Customize the Member Information Center Features Available

Social Network Publishing

Connect to Twitter / Facebook / LinkedIn

Disconnect Twitter from GrowthZone/ChamberMaster

Disconnect Facebook from GrowthZone/ChamberMaster

Disconnect LinkedIn from GrowthZone/ChamberMaster

Repost Single Event to Your Facebook page

Customizable Menu selections

Customize the Website Modules

Modify Event Options and Settings

Modify Business Directory Control Panel

Modify Job Posting Settings

Modify Hot Deals Settings

Modify MarketSpace Settings

Credit Card Processing

Internet Fax Service

What is an email fax service?

Configure GrowthZone/ChamberMaster to use my email fax service

Which email fax services are supported?

Miscellaneous Settings

Enable LiveEdit Button

Enable Constant Contact Synchronization

Enable Votility Integration

Help Documentation

Browse the Admin Tasks Table of Contents