Related
Admin Settings
Menu Display Options
Plan Management
Admin Settings
The settings page, which is available to all admins allow the account owning organisation to add its own branding and integrate with Mailchimp and Stripe. Additionally, you can set up plan and manage your member subscriptions.
Key Features
- A settings page to configure your organisations preferences
- Quick links to all areas of membership management
- Set display options to disable certain membership features
- Manage your own account plan
- Set up integrations with Mailchimp and Stripe
Menu Display Options
Menu Display Options allows you to configure Memba CRM to display certain features to your members from admin settings. Not all features need to be activated. You can choose to switch on or 'off' the following features (show companies, show members, show news, show events, show forum, show documents, show smart groups, show help).
Key Features
- Choose which features you will enable for members
- Ten menu items can be switched on or off (but admins still have access)
- Choose which notifications you'd like to be enabled
Plan Management
Administrators can create membership plans and once created, you can then subscribe your members to these plans. When creating or editing a plan they can give the plan a name and duration, set a fee and payment schedule (monthly, annual or one-off). If you opt to take membership payments automatically online (via the Stripe integration), additional information and reports will be available to you. Membership expiry is controlled automatically and two reports are available to you that show expiring members in 60 or 90 days.
Key Features
- Quick links to popular functions, such as add member, message all company members
- Cards show lead member profile image
- Number of members in company displayed
- Click card to go to edit company details