Learn how to use your Member Compass and the Member Directory to get the most out of your membership benefits. These features, part of our association management software, Novi AMS, allow you to manage your membership information conveniently and efficiently. We've also included some Frequently Asked Questions towards the end of this post.
The Member Compass
The Member Compass is where you manage your membership information. When you login to the website, you'll be redirected to the Compass. View and manage membership activity such as event registrations, view and pay open invoices, and update individual and/or company contact information as needed.
Access Levels: All logged in users are able to see their personal Dashboard with their membership status, transactions billed to themselves, their event history, their order history, and their own personal profile information. Along with information about you, depending on your access level, you may see information about your company.
- Billing Contacts can see and pay transactions for the company and related contacts, but do not have access to edit their company's information.
- If you are the Primary Contact, or have been granted Management Access for your company, you will be able to update company information, including adding staff, editing contact information and custom fields. You will not be able to edit the company's name. Contact Character.org for assistance if your Company Name needs to be updated.
Dashboard: This serves as the home page for your Member Compass. You can click this at any time to get back to this main screen.
On the main dashboard of the Member Compass, you'll be able to view the number of open invoices, as well as the number of upcoming events you’re registered for. Note: This information won't show if you're not registered for any events and/or if you don't have any outstanding invoices.
To pay open invoices and view past transactions, head over to the Pay Balance and Account History tabs. From there you can get detailed information on your invoice history. Instead of having to call or email staff to make a payment or send an invoice, you can find what you need here.
Can't remember the next event you've registered for? Take a look at the My Events tab. This section will show any events that you've already submitted your registration. Look for the link next to the event where you can add it to your calendar. You'll also be able to see a list of other upcoming events and past events on this page.
My Orders: If you have purchased any products from the store, those orders will be shown here.
To update your individual profile, select the Profile tab. From there, you can upload information you'd like to share with other members. This can include social media links, headshots, credentials, or other information you'd like to share. Updating your profile information here will also update what displays on the Member Directory listing.
There are a few more tabs where you can update your Login & Password or your saved Payment Methods (if any).
Company & Staff: Those with proper permissions can update the company’s online profile and staff. We encourage you to upload logos, headshots, links to social media profiles, and any other information you’d like to share with other Character.org members. Updates made here will be reflected in the member directory.
Note, if you need to update the Company name, contact us for assistance.
The Member Directory
Character.org’s Member Directory allows you to find and connect with other members. Update your profile for a bigger impact – upload your headshot, company logo, social media links, bio, and more.
Here are some of the features of the Membership Directory:
Filter by Member Type: Look for the Filtering options in the dropdown menu on the right.
Search by Company or Individual name: Did you connect with another member at the last meeting and need to find them again? The Quick Search function in the Member Directory allows you to search by typing in just a few letters of a company’s or individual’s name.
Frequently Asked Member Questions:
First and foremost, login to the website to ensure you have access to your full member benefits. If you need to login, click the Login button in the top right. Need to create an account? Visit this article to find out how.
How do I view and pay my invoices? In the member compass, view transactions that have been billed to you under Pay Balance and Accounting History. If you’re a Primary Contact, Billing Contact, or have management access, you’ll also be able to view transactions billed to the company and other related contacts.
How do I learn more about membership? Click here to learn more about joining Character.org
How can I tell if I registered for an event? View your registrations in the My Events tab of the Member Compass to see events you are currently registered for, plus events you’ve previously attended.
If you need additional assistance, we’re here to help! Contact us here.