Admin Accounts

Step 1

Login to your MembershipWorks admin account.

Step 2

Go to MembershipWorks > Organization Settings

If you see an Organization name field that you are able to change (as shown below), you are logged in as the primary admin.

If you see a Parent account field that you are not able to edit (as shown below), you are logged in as a secondary admin.

• Add new folders and forms
• Add other admins (on plans 300 and above)
• Add or update billing information for the account.
• Suspend, cancel, or delete the account.
• Change the main email address on the account, which will effectively transfer their role of primary admin to the new email address.
• Integrate with QuickBooks or Xero
• Select the currency that will be used for financial transactions
• Set up the payment gateway integration (Stripe, Authorize.net, PayPal)
• Add Tax Rules (VAT)
• Integrate with MailChimp
• Add the Website Integration URLs needed to use additional features
• Enter the number of days a member can be past due before disabling their directory listing or access to member only content, tickets, and other items.
• Validate email deliverability settings
• Enter security settings and integrate with Google reCAPTCHA
• Enter GDPR information
• Enable SSL for website and access website server functions (hosted plans only)

• Reply-to email address – The primary admin’s email address is used as the main email address on the account. It will be the Reply to: email address on all automatic emails members receive (e.g., welcome emails, payment receipts, renewal notices).
• Billing notifications – Billing notices for the account, including renewal and past due notices and payment receipts are sent to the primary admin’s email address.
• Bounce notifications – Email bounce notifications for automatic emails (e.g., welcome email, payment receipt, renewal notice) are sent to the primary admin’s email address.

Anyone who can login using the main email address on the account has Primary Admin access. If you are able to login using the main email address on the account, then you can change the email address on the account to essentially change who has Primary Admin access.

After logging in with the main email address on the account, you can follow the steps below to change it, if needed.

Step 1

Go to MembershipWorks > Organization Settings.

Step 2

Change the email address in the Email field on the right.

Step 3

Click Save & Continue at the bottom of the page.

Secondary admins can only be added by the primary admin on the account. The primary admin will be able to restrict access to different parts of the system for each secondary admin they add.

Note that even if a secondary admin has been given full permissions, there are still some things that only the primary admin can do. You can find more details on this in the section above.

Step 1

Login to MembershipWorks as the primary admin.

Step 2

Go to MembershipWorks > Organization Settings and click the Admins link at the top of the page.

Step 3

Click + Add Secondary Admin.

Step 4

Enter the secondary admin’s Name and Email and other contact information as needed.

Step 5

In the next section, select which folders and forms the admin should be allowed to access. The Members folder is selected by default. You can tell it’s selected because it is displayed in green.

If you do not want this admin to be able to access accounts in the Members folder, click on it and click the Remove button in the pop-up window to remove the admin’s access to this folder.

If you want the admin to be able to view accounts in this folder but not be able to make changes to the accounts, check the box next to Read only and click the Update button.

To give the admin access to a folder or form that is not selected, click on the folder or form name and click the Add button in the pop-up window.

The form or folder will turn green to show it’s selected.

Step 6

Below the list of allowed folders and forms, click the dropdowns to select the levels of access you would like to provide for this admin.

• Events – You can give admins full access to your events or restrict them from the event portion. If you have an event chair you may want to give them access to just your events and no folders or forms. This way they’ll be able to create and manage events but won’t have access to see or change membership details. Don’t forget you can still give members the ability to post events through Event Categories.

• Boards – You can give admins no access or full access to boards (i.e. Job Boards, Announcement Boards, and Classifieds).

• Dashboard – There are 3 choices for dashboard access:

  • No access – You can give no access so that the administrator will not be able to see your financial reporting. This is a great selection for committee chairs that just need to access their committee members.

  • Access full dashboard – The second option is to allow them to see the full dashboard. This setting is perfect for your accountant or treasurer. They will be able to export your financial reports to a spreadsheet or QuickBooks.

  • Access relative to allowed folders – The final option lets them see the dashboard but it will only be populated with information from folders and forms that you have given them permission to access. This may be useful if you are starting a new chapter and only want them to access their information.

• Messages – You choose whether or not to give your admins the ability to send and view messages.

• Labels/Levels – Admins who have admin access to the labels and memberships will be able to create and edit them. This access is great for your membership coordinator as they may need to add or change memberships. However, it may be that admins like committee leaders are better off without this access.

• Templates – You can give access to edit your membership signup, member manage and member admin templates. This is great if you have a developer or employee helping you set up MembershipWorks.

• Discounts – Admins who create events or memberships may also want to create or change your discount codes. You can control whether or not they have access to do this.

Step 7

Click Save when complete.