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Knowledge base
Training and Support
Getting Started
11
How to Get Help and Training for Member Essentials
Tutorials for Members
League Year Transition: Getting Ready for the New League Year
Communications Package - ME Plus
Freshdesk - Support Account
View all 11
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 (ME Plus)
24
New Feature - Advanced Push Notifications
Member Essentials News – Summer 2024
New Feature Offer - Member Essentials eTickets
Yearly Transition Guide 2024-2025
Credit card payment processing has been restored
View all 24
Release Notes
3
Member Essentials Plus Development Roadmap
Product Release Notes for Q2 2021
Release notes
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
2
Video - Define Placement Position
Video - Position Mass Assign
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)
1
Video - Cancel Recurring Payments
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 Position Based Permissions for Access Bundles
Member Directory and Profile
Member Directory and Profile
2
Customizing the Member Directory
Updating Your Member Profile
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
12
Updating a Member's Contact Information
Creating New Account
Changing a Member's Username or Password
Find Inactive Members and Change their Status
Impersonating a Member
View all 12
Member Status
4
Assigning and Editing Statuses from the Profile
Assigning Statuses using Status Mass Assign
Create Local Statuses (Member Essentials Plus)
Mass Assign Status from the Query Tool
Transfers
2
Accepting Transfers with Member Essentials
Transferred Member not appearing in Members Essentials Directory
Member Content Management
Member Portal Homepage
10
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 10
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
13
Position Manager - Step by Step
Adding & Editing Positions
Adding & Editing Position Groups
Adding a Position from Member Profile
Correlating Positions to Position Groups
View all 13
Position Manager for the Placement Tool
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
8
How to Configure a Paid Events Calendar
How to Set Up Paid Event Options
How a Member 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 8
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
eTickets
10
eTickets - Step by Step
Enable eTickets in Registration Tool Manager
Create eTicket Templates
Link eTickets to Paid Options
Manage eTicket Orders
View all 10
Public Site
WordPress Pages
8
Editing a Content Page
Creating Buttons
Publishing a Secondary Page
Creating a Promo Box
Change Menu Orientation in WordPress
View all 8
Public Events Registration
3
Creating an Event Manually (Standard)
Registration for Websites (Standard)
Syncing to the Public Site (Plus/Deluxe)
Leadership Page
2
WordPress - Post Your Leadership
Leadership Display Configurator
DNS Settings
1
Public Website - Custom Domains
Public Websites Hosted with Digital Cheetah
1
Accessing Technical Support for Your Digital Cheetah Public Website
Requirements Manager
Requirement Configuration
6
Member Essentials Feature - Requirements Management
Setting Up Requirements - Step by Step
How to Create a Requirement
Requirements Reports
How to Create A Child Requirement
View all 6
Assigning and Manually Fulfilling Requirements
5
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
Auto Assign Requirement Bundles by Status
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
4
Creating Requirements Bundles
Assigning Requirements Bundles
Batch Undo Requirements for Bundles
Copying a Requirement Bundle
Hours Management
Managing Hours as an Admin
3
Hours Manager Screen Overview
How an Admin Manually Approves/Rejects Hours
Customize Hours with Local 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
10
Form Builder - Step by Step
Managing Forms
Setting Up Forms & Editing Forms' Setup
Adding Fields to a Form
Editing Form Fields
View all 10
Managing Form Submissions
3
Viewing & Managing Form Entries
Exporting Form Submissions
Accepted Form Upload and Email Attachment File Types
Emails
Sending Emails Through Member Essentials
3
Sending a Mass Email
Using Email Templates
Mailchimp Security to Prevent Spam
MailChimp
6
Getting Started with Mailchimp
Setting Up the Mailchimp Integration
New Mailchimp Tags (since 10/15/2023)
Configuring an Access Group to Sync to Mailchimp
Re-Establish Mailchimp Sync Update after July 15th 2021
View all 6
Dues Management
Managing Dues
16
Dues Management Step by Step
Membership Dues Requirements
Creating Accounting Reference Codes
Set the Year for Dues Collection
Enable Dues Collection
View all 16
Paying Dues
3
What Members See When they Pay Dues
Paying Your Member Dues
Making a Dues Payment on a Member's Behalf
Dues Add-Ons
7
Creating Dues Add-Ons
Enabling Dues Add-Ons
How to Use Dues Add-Ons for Charging Late Fees
How Members Pay for Dues Add-Ons
Admin View of Stripe Dues History
View all 7
Stripe Dues Management
1
Stripe Error - EOSV-007
Dues Adjustments
1
Dues Adjustments
Simple Store
Store Pages
5
What is the Simple Store?
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
5
Using the Junior League App
Alerts Bar on Mobile App
Submit a Photo on the Activity Feed
Submit a Post on the Activity Feed
Accessing Groupshare from Mobile App
Push Notifications
2
Send Push Notifications
Send Push Notifications from the Registration Tool
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
Query Tool
3
Exporting and Managing Data from the Query Tool
Creating Labels from the Query Tool
Commonly Used Reports
The Matrix
4
How to Add Fields in the Member Matrix
How to Add Filters and Sort in the Member Matrix
How to Save A Report Built with the Matrix
How to Export Results from the Member Matrix
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
File Manager in My League
Uploading the GroupShare Files as a Leader
Uploading a Share Link
Downloading the GroupShare Files
Previewing the GroupShare Files
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
5
Setting Up Intake - Step by Step
Introduction to Intake
Adding an Entry Point
Publishing the Application Form in WordPress
Intake Sample Language for League
Managing Prospective Members
6
Managing Prospects with Intake Manager
How to Inactivate or Delete Statuses for Prospects
Updating a Prospect's Entry Point
Adding Transfers to Intake
How to Manage Prospects that Have Not Completed Path
View all 6
Financial
Stripe Transaction Management
7
Reconciling Transactions to Stripe Payouts
Reconciling Transactions with Stripe
Full Refunds
Partial Refunds
Stripe Account Setup (Member Essentials Plus)
View all 7
Order Management
2
Add New Order on a Member's Behalf (Check, Cash, or Credit)
Void an Offline Order / Mark an Order as Refunded
Wordpress Public Website
Wordpress Public Website
6
A Beginner's Guide to Creating On ME Public Site
How to Customize Theme Colors in WordPress and Sync Times
Junior League Public Website Migration
Site Migration Plan for Leagues ME Public Website and FAQs
Public Website Domain Registrar and Name Servers
View all 6
Placement Tool
Setting Up the Placement Tool
12
What Is the Placement Tool? A Step-by-Step Guide
Placement Tool: Step 1: Permissions
Placement Tool: Step 2: Accessing the Tool
Placement Tool: Step 3: Navigating the Tool
Placement Tool: Configuring Placements
View all 12
Launching the Placement Tool
2
Placement Tool: Step 11: Turning on the System
Placement Tool: Step 12: PRE-LAUNCH CHECKLIST
Assigning Placements
1
Placement Tool: Step 13: Assigning Placements
Reports From the Placement Tool
1
Placement Tool: Step 14: Reporting
Advisor Groups
Advisor Groups
4
Advisor Groups
Creating Advisor Groups
Setting a Leader in Advisor Groups
Configuring Advisor Groups for Leaders
Little Green Light
LGL Sync
2
Little Green Light - Getting Started with Sync
Troubleshooting LGL Syncing Issues
Vendor Management - ME Plus
Vendor Applications
4
Vendor Management - Step by Step
Create an Event for Vendors
Create Items for an Event
Review Checklists
Manage Vendors
5
Charge Items to Vendors
Deliberation
Assign a Booth
Enter Manual Payments on Behalf of a Vendor
Frequently Asked Vendor Questions
Member Essentials Basic Support
Member Essentials Basic Support
4
Getting Started with Member Essentials Basic
Prospective Members for ME Basic
Communications Package - ME Basic
Forms for ME Basic Public Sites
Newsletters (ME Basic)
3
Member Essentials Basic - Eupdate retired - Training Followup
Member Essentials Basic - Newsletter
Yearly Transition Guide 2024-2025
