(Membership) How to Manage Automations and Customize Banner/Logo

Modified on Mon, May 20 at 1:28 PM

To manage automations or upload a banner and logo navigate to Membership>Organizations  

 

 

 

 

 

 















Find the organization that you’d like to configure and select that Organizations Card to open it up in a full page. When opened, select the Configure Tab.



Once in the Configure tab, you can Enable Drag and Drop Communication Interface. If the check box is enabled and saved, users will be able to build Email templates in Membership>Templates 


 

 
























If the Send Certification Expiration Warning checkbox is enabled and saved, an automated notification will be sent to members when certifications are 90 days away from expiring.


You can also add a custom Logo and/or Banner to your Organizations page.

To do this you can select the   icon to upload an image from your device. 

After an image has been uploaded, you can select the   icon to remove this image.


Once uploaded this banner/logo will appear for anyone logged into your organization’s perspective whenever they first log into UNITE or if they navigate to My Account>My Wall

 


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