Summary
Once you create an Organization within Join It, you'll have access to the Admin Dashboard. This Admin Dashboard is private to you and other admins that you invite to your organization. From here, you can manage members, events, payments, and settings all in one place.
Navigation
On the left-hand side of your Admin Dashboard, you’ll see the main navigation menu. Each section helps you manage a different part of your organization:
Dashboard: This is your 'home' for the Admin Dashboard. It's the place when you first land, giving you the most up-to-date view of everything happening across your Organization, and the jumping-off point for most tasks.
Members: Given that we're Membership Software, this is a critical menu item! Under this item, you'll find your Members Table, the ability to add new members, and member settings.
Member Portal: This is where you can update the details of your Organizations and adjust the settings for your Member Portal.
Automations: This is where you can connect other apps - like Stripe for payment processing, Mailchimp for email, and Eventbrite for event ticketing.
Communication: This is where you'll find the ability to send bulk emails to your members with our Quick & Easy Emails tool. And you can set up your Automated Emails.
Events: This is where you'll find the ability to create Event Listings on your Members Portal, as well as additional settings for our Eventbrite integration.
Finance: This is where you'll find all of your Membership Payments aggregated, as well as information about Payouts.
Insights: This is where you'll find charts and graphs in addition to our powerful reporting engine which lets you export your most important data.
Settings: This is where you'll find information on your Organization's Package and the ability to manage most Organization-wide settings.
Support Center: Chat with our helpful support team or browse our detailed Support Center.
View Profile: This opens a new window which displays your Organization's Member Portal.
Gif Description: Walking through each section of the Dashboard
Quick Tips for New Admins
Set up an Onboarding Call: It’s the best way to get started with Join It!
Start with Members: Import or add your members first to get your database set up.
Connect to Stripe: This ensures payments flow smoothly from day one.