Wicket Administration Panel

• Search within Wicket
• Relationships vs. Membership Assignments
• Wicket Glossary
• Wicket Roles Overview

• Add a new Person
• Add or Edit Profile information
• Add or Edit Additional Info
• Wicket Security settings overview
• Account confirmation email
• Reset a person's password

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• NEW! Membership cascading for Organizations with Parent/Child hierarchy
• Change Stax Bill Customer/Membership Owner for an Organization Membership
• Create, Edit, or Delete a Membership Tier
• Create or Edit a Membership Plan for Stax Bill integrations
• Add membership to a Person
• Manage a Stax Bill-linked Membership on a Person

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• What is an Organization?
• Add an Organization
• Add or Edit Organization Profile information
• Manage Additional Info on an Organization
• Add a comment on an Organization record
• Manage Tags on an Organization

• What is a Group and why use them?
• Create and Manage Groups
• Manage Group Members
• NEW! Additional Information sections for Group Members

• Manage Person to Person Relationships
• Manage People to Organization Relationships
• Manage Organization to People Relationships

• Add or Edit a Manual Touchpoint
• View, Filter, Export Touchpoints
• Reassign Touchpoints to another Person

• What is a To-Do and why use them?
• Add and assign a To-Do
• Update a To-Do's status
• Edit or Remove a To-Do

• Multi-factor Authentication (MFA)

• Filter and Export People records
• Filter and Export Organization records
• Filter and Export Touchpoints
• Filter and Export Groups

• Targeting data for import using ID & ID Scope
• Import new People Records
• Import new Organizations
• Import new Email Addresses
• Import new Contact Addresses
• Import new Phone Numbers

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• Entity Types Configuration