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Relationships Member Data

How do I control changes to my member data?

Accurate member data is critical to the day-to-day operations of your association, driving key activities like communications and event registrations.  How do you ensure you have all the latest updates while simultaneously guaranteeing data accuracy and integrity?
Solutions
Restrict who can make changes with role-based permissions-solution (2)

Restrict who can make changes with role-based permissions

Engagifii enables you to set up as many different roles for your staff, members, and non-members as you like. You then equip those roles with the specific permissions they need to carry out tasks at hand. In this case, you can create specific roles for the people you trust to make membership data changes and give them the permission they need. 
Use a second pair of eyes to data changes...or even approve them-1

Use a second pair of eyes to data changes…or even approve them

At any time, Engagifii can be configured to submit any change to a field – whether on the records of people or on the records of organizations those people are associated with – to a person or team of people for review.
Approve the addition of new people-2

Approve the addition of new people

Personnel out in the field – such as School Board Secretaries and County Clerks – have the earliest visibility to new members who are joining your association.  You can ensure the right team of staff members sees them, too.  The addition of new people to your association can be monitored…or even approved.
Members and organizations come and go...and come back...-1

Members and organizations come and go…and come back…

People and organizations (think sponsors, exhibitors) sometimes depart.  You’ll have the same visibility to the “deactivation” 

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