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Knowledge base
Training and Support
Getting Started
5
How to Get Help and Training for Member Essentials
Communications Package - ME Basic
Communications Package - ME Plus
Release notes
League Year Transition: Getting Ready for the New League Year
Services
5
Non-profit Services from Google and Microsoft
Free Mailchimp
Paypal for Non-profits
SurveyMonkey for Non-profits
Vanity Domains for League Emails and Website
Newsletters
9
Giving Tuesday and the Holidays
NEW Member Essentials Features - Fall 2021
Member Essentials Server Maintenance on Saturday August 7th
Mailchimp Notice
GroupShare Newsletter for ME Plus Pilot Groups
View all 9
Release Notes
2
Product Release Notes for Q2 2021
Member Essentials Plus Development Roadmap
Video Tutorials
Access Manager
1
Video - Assigning Permissions
Member Portal
4
Video - Member Portal
Video - Quick Links
Video - Banner Management
Video - News and Alerts
Directory and Profile
1
Video - Directory Configuration Tool
Member Content (My League)
2
Video - Create a New Member Content Page
Video - Edit A Member Content Page
Position Manager
3
Video - Define Placement Position
Video - Position Mass Assign
Adding a Postion from Member Profile
Status Management
1
Video - Assign Statuses
Meetings Calendar
2
Video - Edit and Add a Meeting to the Meetings Calendar
Video - Manage Locations in the Calendar
Requirements Manager
4
Video - Creating Requirements
Video - Assigning Requirements
Video - Fulfilling Requirements
Video - Removing a Form Requirement
Photo Feed
2
Video - Adding to Photo Feed
Video - Manage Photo Feed
Emails and MailChimp
2
Video - Sync to MailChimp
Video - Email Tool
Access Groups
1
Video - Access Group Manager
Form Builder
1
Video - Form Builder
Mobile App
1
Video - Junior League Mobile App
Simple Store
2
Video - Sell Items in Simple Store
Video - Create Donation Pages in Simple Store
Dues Management (Stripe)
3
Video - Creating Dues: Single Payment
Video - Creating Dues: Payment Plan
Video - Creating Dues: Recurring
Public Site
1
Video - Registration for Standard Websites
GroupShare
2
Video - GroupShare for Admins
Video - Configuring Position Groups for GroupShare
Administrative Access
Administrative Access
4
Assigning Administrative Access
Admin Access Levels for Member Essentials
Configure Access Bundles by Placement
List of Role Based Permissions for Access Bundles
Member Directory and Profile
Member Directory and Profile
1
Customizing the Member Directory
Invitation Codes
3
Send Members Invites to Join the Member Portal
Re-enable Invite Link
Email Announcement for the New Member Portal
Member Records
Member Record Management
11
Updating a Member's Contact Information
Creating New Account
Changing a User's Username or Password
Impersonating a Member
Viewing a Member's Email History
View all 11
Member Status
3
Assigning and Editing Statuses from the Profile
Assigning Statuses using Status Mass Assign
Create Local Statuses (Member Essentials Plus)
Member Content Management
Member Portal Homepage
9
Creating a News and Reminder Item
Creating an Alert Bar
Creating Quick Links
Submitting Photos on the Photo Feed
Manage Photos and Posts
View all 9
Member Content (My League)
6
Adding a New Member Content Page
Ordering the Member Content Navigation
Embed a YouTube video into a Member Content Page
Inserting a File Link into a Page
Adding a PDF to a Page: Embed vs. Link
View all 6
Access Groups
Access Groups
5
Access Groups Overview
Creating Access Groups
Where to Use Access Groups
Access Group Condition Definitions
Running a Report on an Access Group
Position Manager
Position & Position Groups
9
Position Manager - Step by Step
Adding & Editing Positions
Adding & Editing Position Groups
Correlating Positions to Position Groups
Assigning & Editing Position Assignments from the Profile
View all 9
Position Manager for Placement Matching
2
Configuring and Running the Genetic Algorithm
Assigning Positions After Closing Placement Matching
Registration Tool for Shifts/Events/Meetings
Setting Up a Registration Calendar
9
Registration Tool - Step by Step
Creating a Registration Calendar Through The Wizard
Advanced Setup and Editing Registration Calendar
Adding a Location
Accessing and Using the Staffing Module
View all 9
Setting Up Individual and Recurring Events/Shifts
5
Creating & Editing Individual Events/Shifts in a Registration Calendar
Creating & Editing Recurring Events in a Registration Calendar
How to Sign Up For A Regular Shift/Event on the Calendar as a Member
How to RSVP For A Shift/Event on the Calendar as a Member
How to Sync to the Public Site (Plus/Deluxe)
Paid Events
6
How to Configure a Paid Events Calendar
How to Set Up Paid Event Options
How a User Registers for a Paid Event
How to Cancel Registration From a Paid Event
Selling Tickets through Paid Events or the Simple Store (ME Plus)
View all 6
Public and Guest Events
3
Configuring a Registration Tool to Allow Guests
Creating an Event that Allows Guests
Registering with Guests as an End User
Mass Creating, Editing, and Assigning Shifts and Events
3
How to Mass Create Shifts and Events
How to Mass Edit Shifts and Events
How to Mass Assign Members to Shifts and Events
Attendance Tracking
5
Marking Attendance for Registration Events/Shifts
Enabling Coordinators to Manage Attendance
Email Notifications for Coordinators
Assigning Members to Recurring Events
Self Check In
Saving Events to Personal Calendars
1
Adding an iCal Feed
Public Site
WordPress Pages
5
Editing a Content Page
Creating Buttons
Publishing a Secondary Page
Creating a Promo Box
Change Menu Orientation in WordPress
Public Events Registration
4
Creating an Event Manually (Standard)
Registration for Websites (Standard)
Syncing to the Public Site (Plus/Deluxe)
WordPress Event - How to Remove Date Overlay
Leadership Page
2
WordPress - Post Your Leadership
Leadership Display Configurator
DNS Settings
0
Requirements Manager
Requirement Configuration
4
Member Essentials Feature - Requirements Management
Setting Up Requirements - Step by Step
How to Create a Requirement
Requirements Reports
Assigning and Manually Fulfilling Requirements
4
How to Assign Requirements to Members
How to Manually Fulfill Requirements Individually Per Member
How to Manually Fulfill Requirements For Multiple Members
Checking Fulfillment for Requirements for Members
Configuring Requirement Credits
3
How to Configure Registrations to Give Requirement Credit Based on Attendance
How to Configure Registrations to Give Requirement Credit Based on Hours
Overriding Hours Credit for an Event/Shift/Meeting in the Registration Tool
Removing Requirements
2
Removing a Requirement for a Member
Removing Batch Requirements
Requirements Bundles
3
Creating Requirements Bundles
Assigning Requirements Bundles
Batch Undo Requirements for Bundles
Hours Management
Managing Hours as an Admin
2
Hours Manager Screen Overview
How an Admin Manually Approves/Rejects Hours
Submitting Hours as a Member
1
How a Member Submits Their Hours
Receiving Hours Through Events and Shifts
1
Giving a Members Hours Through the Registration Tool
Form Builder
Creating Forms
7
Form Builder 2.0 Overview
Setting Up Forms & Editing Forms' Setup
Adding Fields to a Form
Editing Form Fields
Form Field Definitions
View all 7
Managing Form Submissions
2
Viewing & Managing Form Entries
Exporting Form Submissions
Emails
Sending Emails Through Member Essentials
2
Sending a Mass Email
Using Email Templates
MailChimp
6
Setting Up the Mailchimp Integration
Configuring a Access Group to Sync to Mailchimp
Re-Establish Mailchimp Sync Update after July 15th 2021
Getting Started with Mailchimp
Setting up Free Mailchimp to sync with Member Portal
View all 6
Dues Management
Stripe Dues Management
7
Stripe Account Setup (Member Essentials Plus)
Setting Up Financial Transactions in Stripe (Keys)
Stripe Dues Overview (Coming Soon)
Viewing/Refunding Payments in Stripe Admin
Reconciling Transactions with Stripe
View all 7
Managing Dues
12
Collecting and Managing Member Dues - Step by Step
Creating a Dues Definition
Assigning Dues Definitions to a Status
Configuring a Payment Plan
Configuring Autorenewal
View all 12
Paying Dues
2
Paying Your Member Dues
Making a Dues Payment on a Member's Behalf
Simple Store
Store Pages
4
How to Sell Items in Simple Store
How to Use Simple Store To Collect Fees
How to Use Simple Store to Sell Sponsorship Levels
Simple Store - Other Payment Options
Donation Pages
1
How to Create Donation Pages
Custom Questions
2
Create Custom Questions at Checkout
Email Notifications for the Simple Store
Mobile Apps
Junior League App
4
Using the Junior League App
Alerts Bar on Mobile App
Activity Feed
Accessing Groupshare from Mobile App
Push Notifications
2
Send Push Notifications to Members
Send Push Notifications to Access Groups
Self Check-In
7
Self Check-In Overview
Setting Up a Registration Tool to Use Self Check-In
Setting Up a Registration to Use Self Check-In
Using the Self Check-In Admin Features
Configuring QR Codes and Self Check-In
View all 7
Calendar
2
How to Sign Up For A Regular Shift/Event in the App as a Member
How to RSVP For A Regular Shift/Event in the App as a Member
Reports & Queries
Exporting & Filtering Queries
2
Exporting and Managing Data from the Query Tool
Creating Labels from the Query Tool
GroupShare - ME Plus
Creating Groups for GroupShare
3
Getting Started with GroupShare
Configuring Groups Through Position Manager
Configuring Groups Through Access Groups
GroupShare Leader Functions
5
Managing Group Leaders through Position Manager
Managing Group Leaders in Access Groups
Adding Members to GroupShare
Admin Configuration Panel of GroupShare
Configuration Options for GroupShare Leaders
Managing Group Members
2
Searching For a Group
Emailing Group Members
GroupShare for Members
1
How to Access GroupShare as a Member
Discussions
4
How to Access GroupShare Discussions
How to Post a New Discussion Thread
How to Reply to a Discussion From Your Email
How to Turn off Discussion Notifications
Files
6
Accessing the GroupShare Files
Uploading the GroupShare Files as a Leader
Downloading the GroupShare Files
Previewing the GroupShare Files
Uploading a Share Link
View all 6
Calendar
2
Create a Registration Tool in GroupShare
Creating an Event in GroupShare (for Admins)
Forms
2
Creating a New Form
Creating Form Fields
News Items
1
Posting and Managing Group News Items
Tasks
1
Creating and Managing Tasks for Group Members
Hours
1
Add Hours for Members as a Leader
Notebook and Pages
2
Creating and Managing Group Leader Notebook Entries
Adding a Page to GroupShare
Intake Manager
Introduction
0
Managing Prospective Members
0