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?
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
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
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…
People and organizations (think sponsors, exhibitors) sometimes depart. You’ll have the same visibility to the “deactivation”
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Related Features
Read more about the specific features that enable Engagifii's unique solution to the challenge above.
Approve Field Changes on Organizations
Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…
Manage Role-Based Permissions
Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are…
Deactivate/Delete Organization
Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…
Add/Deactivate Person
Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…
Approve Field Changes on People
Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…
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