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Create Association
1. Create association management company account
2. Activate association management company account
3. Edit association management company account
4. Create a new association website
5. Activate my association website
6. Edit administrator profile
7. Customize my association web site banner and logo
8. Change my association web site color
9. Customize my association web site menu
10. Customize the display of static content of my association web site
Use Association
Non-Members
1. View the details of the news added in an association web site
2. Apply online for membership in an association
3. View the public events of an association web site
4. Search the members of an association and view their details
Members
1. Login into my association
2. View the details of the members only news added in an association web site
3. Add a new topic on discussion board of my association web site
4. Invite participants to a topic on the discussion board
5. Reply to a topic to which I have been invited for discussion
6. Search the discussion board on various criteria
7. View the management events of an association web site
8. View the details of current board members of my association web site
9. View the details of currently active committees and their members
10. View the ExOfficio members of my association web site
11. Add the details for the expense done by me
12. View the details related to a particular expense booked by a member
13. Approve an expense and move it to next level
14. Mark expenses as being paid after they have been approved at the final level
15. Grant access to other members to book expense in my name
16. Search expense on various criteria
17. Change my username and password
18. Update my profile details
Administrator
1. Add news for my association web site
2. Add public events for my association web site
3. Add participants to public events for my association web site
4. Copy existing events for my association web site
5. Add management events for my association web site
6. Add exofficio members in my association web site
7. Add subtype for membership
8. Add companies in my association
9. Add custom fields to company detail for my association web site
10. Add contacts for my association
11. Add payment details of contacts for my association web site
12. Create committees and add its members in my association web site
13. Select board members for my association web site
14. Send mass mails and newsletters to members of my association
15. Set defaults for expense - Approval levels, mileage rate and purpose types
16. Grant permissions to members to approve expenses at various levels
17. Update default settings for expense approval levels
18. Update default news types
19. Update default public event types
20. Update default management event types
21. Update default contact types
22. Update default company types
23. Update default membership type
24. Search companies
25. Search contacts
26. Assign specific roles to board members of my association web site
27. Assign specific roles to committee members of my association web site
28. Update previously added news in my association
29. Update previously added public events in my association
30. Update previously added management events in my association
31. Update the details of existing committees as well as members within them
32. Update the list of board members of my association
Reports
1. Billwise Expense Report
2. Mileage Expense Detailed Report
3. Mileage Expense Sumary Report
4. Total Expense Detailed Report
5. Expense Status Report
6. Contact Detail Report
7. Company Detail Report
8. Member Detail Report
9. News Detail Report
10. Public Event Participants Report
11. Committee Member Detail Report
12. FeedBack Detail Report
13. Management Events List (Administrator only)
14. Board Members and Officers List (Administrator only)
15. Member Login Detail Report (Administrator only)
16. View the reports in excel
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