Account access and permission settings for your organization's users.
Permission sets that determine what users can see and do.
Categories that define what type of membership someone holds.
Life-cycle options that describe the current state of membership.
Stages or grades that represent progression or experience.
Geographic areas or jurisdictions that can be assigned to members.
Abilities or competencies that represent different areas of expertise.
Combinations of a skill and level that members can be assigned for dispatch.
Categories that define the types of documents that can be stored in the system.
Categories that define the types of events that can be scheduled.
Award types and categories for member recognition.
The qualifications members can hold, organized by category.
Labels for grouping and filtering members and other records.
Categories that group specializations for dispatch and out-of-work lists.
Accepted ways members can pay dues and other charges.
Categories that define the kinds of products members can be charged for.
Individual chargeable items such as dues, fees, and assessments.
Rules that determine how and when members are billed.
Thresholds and rules for flagging members as delinquent or in arrears.