MemberSplash

Onboarding Resources

File type and size requirements for images and documents submitted during the Website Content section of the onboarding intake form.

Onboarding: Website Content — File and Image Sizing Requirements

Onboarding: Merchant Account Application

How to format Member Data

Helpful data formatting tips

Exporting Member Data from Wild Apricot

Exporting Member Data From RecDesk

Exporting Member Data From eSoft Planner

Understanding Your Website URL Options

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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