Wicket Member™️ Administration Panel

• Search in the Wicket Member™️ admin panel
• Relationships vs. Membership Assignments
• Wicket Member™️ Glossary
• Wicket Member™️ Roles Overview

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

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• 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
• Manage membership on 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
• 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

• Wicket Member™ Segments - Overview
• Create and Manage Segments
• When to Use a Rule vs. a Rule Group in Segments
• Segment Actions

• 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