CM/MZ Welcome Table of Contents

Initial Setup

• Access Integration Settings Control Panel

• Billing Initial Setup

• Billing Options & Settings

• Billing Setup Webinar

• General Options & Settings
• GrowthZone Pay Initial Setup
• How To Create A Support Portal Account
• Image Size Recommendations
• Multi-Factor Authentication (MFA)
• Register for a Training Webinar
• View Software Updates

Association Information

• Settings for International Users
• Setup Organization Information

Configure Web Browser

• Configure Your Web Browser

• Clear Browser Cache

Database Maintenance

• End-of-Year Processes and Best Practices

FAQs

• Benefit Tracking FAQ
• Communication FAQ
• Credit Card Processing FAQs
• Ecommerce Store FAQs
• Request for Proposal FAQs
• SSL FAQs
• StaffApps FAQs
• Submit or Vote On Feature Requests
• Website Accessibility FAQ

Privacy & Security Settings

• Configure User Agreement/Privacy Policy
• Security & Privacy Settings

Staff

• 5 Ways Series for Chamber Staff

• Add New Staff

• Assign Staff Username and Password

• Inactivate a Staff Member

• Manage Staff Logins and Permissions

• Reactivate a Staff Member

• Set Staff Email Notifications
• Staff Login Permissions

Social Media

• Add the Facebook Page Plugin to your SmartCMS Site
• Configure Content to Automatically Publish to Facebook
• Configure Content to Automatically Publish to Twitter
• Connect Facebook Account for Publishing
• Edit Member Social Network Services
• Manually Publish New Member to Social Media
• Publish News Releases to Social Networks
• Repost Single Event to Facebook
• Social Network Publishing to Facebook
• Social Network Publishing to Twitter
• Sync an Event with Zoom
• Zoom Integration

Tables of Contents

• Apps
• Billing
• Communication
• Directory/Website
• GrowthZone Pay
• Events
• Members
• MIC
• Reps 
• Reports
• Welcome

Members & Reps

Logins & Permissions

• Disabled Login Error Message for Members
• Join Logins (One Login for Rep managing multiple members)

• Manage Rep Login Credentials

• Manage Rep Login Permissions

• Multi-Factor Authentication (MFA)

• Representative Permissions Report

Module Overviews

• MarketSpace Overview
• Reports Overview
• Website Modules
• Which version of website modules do I have?

Training for Your Staff

• 5 Ways Series for Chamber Staff
• End-of-Year Processes and Best Practices
• How To Create A Support Portal Account
• New User Training Certificate Program
• Register for a Training Webinar
• Submit or Vote On Feature Requests

• Support Resources

• View Software Updates

StaffApp

• ​​​​​​Add Member via StaffApp

• Add Rep to Member via StaffApp

• Call Member via StaffApp

• ChamberMaster/MemberZone StaffApp

• Community Feed in the StaffApp

• Get Directions to Member via StaffApp

• Log New Note to Member's Communication Tab via StaffApp

• Logging into the StaffApp

• Manage Members with StaffApp

• Managing Events with StaffApp

• Managing Reps with the StaffApp

• Manage Tasks with StaffApp

• Sign In to StaffApp
• StaffApps FAQs
• StaffApp Dashboard

• Send Email to Member via StaffApp

• Send eReferrals Using the StaffApp

• Update Your Staff Profile Using the StaffApp

• View Reminders via StaffApp

• View/Approve Hot Deals via StaffApp

• View/Approve MarketSpace Items via StaffApp

• View/Approve Membership Applications via StaffApp

• View/Edit Member Photos via StaffApp

• View/Search for Groups in Member Directory with the StaffApp

• View/Search Member Directory via StaffApp

• Working with Point of Sale in StaffApp

Webinars

• 5 Ways Series for Chamber Staff
• ChamberMaster/MemberZone Training Videos
• End-of-Year Process & Best Practices
• Register for a Training Webinar

Training for Your Members

• Add an Event via the MIC For Your Members

• How To Add a Job Posting For Your Members

• How To Manage and Use Events For Your Members

• How To Pay Bills Online For Your Members

• How To Post a Hot Deal or Member-to-Member Deal For Your Members

• How to Set Up AutoPay for Your Members

• How To Update Your Company Profile For Your Members

• How To Update Your Personal Profile For Your Members

• How To Update Your Staff For Your Members

• Make a Payment via the MIC For Your Members

• Manage Autopay in the MIC for Your Members
• Membership Visibility Statistics in MIC For Your Members
• Submit Hot Deal via the MIC For Your Members
• Submit Job Postings via the MIC For Your Members
• Submit Member-to-Member Deals via the MIC For Your Members
• Submit News Releases via the MIC For Your Members
• Switch from Annual to Monthly Billing for Your Members
• Training for Your Members
• Update Company Information via the MIC For Your Members
• Update Personal Information via the MIC For Your Members

MemberPlus App

• Access MIC via MemberPlus App For Your Members
• Change Password via MemberPlus App For Your Members
• Common MemberPlus App Functions
• Community Feed in the MemberPlus App For Your Members
• Events in MemberPlus App For Your Members
• Hot Deals in MemberPlus App For Your Members
• Log In to MemberPlus App for Your Members
• Manage Group Participation via MemberPlus App For Your Members
• Member Directory in the MemberPlus App
• MemberPlus: An App for Your Members
• Member-to-Member Deals in MemberPlus App For Your Members
• Navigating the MemberPlus App
• Update Member Profile via MemberPlus App For Your Members
• View Job Postings in the MemberPlus App
• View Representatives in the MemberPlus App
• View Resources via the MemberPlus App