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Discussion Topic: Default Membership Plan and other questions
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joann |
04/06/2008 @ 8:58 PM
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Member
Posts: 0
Joined: 03/13/2009
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I have a few setup questions about getting our club website up and running....
We have paid for the site now (but haven't re-directed from our official site yet). Still getting things set up.
1. We want all folks that join the tarwheels to automatically join at the 3.0 level as a default (not 2.0). Where can I tell the system that? This is so that members can post rides.
2. We want to change the names on the left hand tool bar. E.g. we want to say Calendar (vs event calendar). Where can I do that?
3. I know you host email, but I can't find the link to do that. Since I handle all the clubs email I'd like to get used to that interface before we move the tarwheels.org dsn to you. Where is it and how can I create accounts to start understanding the new interface? (This is for incoming emails....I know there's a place for me to send out mass emails....somewhere in communication I think).
4. Do you have a flow diagram of the pages? I get a little lost in the administrative navigation, and I think this will help me. 5. Can you send me your layout we need to get our existing membership file into so that you can upload everyone? Thanks! --
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Support |
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04/06/2008 @ 9:34 PM
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Administrator
Posts: 9
Joined: 03/11/2009
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Hi,
1) You cannot set that at your level, however w/ the Memberize Enterprise Edition you can configure Custom Access Levels and have any (or all) Membership Plan(s) default to that Access Level. Contact Sales about an upgrade.
2) You cannot access those system toolbar labels since those are shared among all users but we can customize this on request.
3) Once you host your domain, or actually, once you fill out the Domain Request Form we configure the mail server and give you an account and log in. However until you have the domain pointing here that mail server isn't going to function. To set up your email accounts you want to use with Memberize go to Website Admin / Communication Options / Email Accounts. There is also a link on that same page that brings up the log in to our Mail Server (where you would go to set up an email address, make it forward to another address, or just check your email on the web).
4) There are only 2 main menus: Public and Members. W/ an Admin login you will have a 3rd Admin Menu at the top of your browser. The latter is where most configuration or "back end" changes are made. The former is where all the Member functions are. Also a few modules have their own menu like the forums, cart, newsletter etc. Check the top lefthand portion of the menu on any page to find out where you are.
5) Our upload template is here (MemberizeDataUpload.xls) in MS Excel format, note the Custom fields out to the right. Try and fill out the Pmt Plan, Expire Date, and Email fields if at all possible.
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joann |
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04/06/2008 @ 10:10 PM
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Member
Posts: 0
Joined: 03/13/2009
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That was fast! Thanks!
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