Account Settings
How do I manage my account settings?1. First, log in to AssociationSphere. 2. Once you are logged in, navigate to the top right-hand corner of the home page and locate your organization’s name. 3. Hover over the drop-down arrow next to your organization’s name. 4. Next, you will see a drop-down menu that consists…What is the Account Settings page for?To access the Account Settings page, hover over the drop-down arrow next to your organization’s name. Next, you will see a drop-down menu that consists of “Account,” “Users,” “Portal Info,” “Billing,” and “Accounting.” The Account submenu allows you to manage Account Settings, i…How do I add or change my logo?You can add or change your logo by hovering over your organization's name in the upper right corner and clicking on Account. You will then see the current logo or generic image on the left corner of the page. Below the logo click Add Company Logo or Update Company Logo to select…How do I remove the logo I currently have?Navigate to the Account Settings by mousing over your organization's name in the upper right corner, selecting Account, then click onSettings. From the Account Setting page, you can remove a logo by clicking on the "X" in the top left hand corner of the image. Once removed, be s…How does the software determine if a Constituent already exists?As new information is entered into the software from online forms the software is able to compare that information against that of existing constituent's within your account. The default comparison uses First Name, Last Name and Email to confirm a match. Each of these three fiel…Managing New Constituent Mailing AddressesUnder your account setting you can select how the software should handle a new mailing address entered by an existing constituent through any online form. The setting appears under the Account Settings “Options” section and will have the following instruction directly above the…How to I setup notifications for expiring Credit Cards?To setup Credit Card Reminders mouse over your Organization’s name in the upper right corner of the software then Account and click Exp. Card Reminders. If this is the first time navigating to this page you will see a blank grid with a “+New” button to the left above the grid. C…What are Sites/Chapters?The Sites/Chapters feature allows your organization to set up different locations and assign users and constituents to specific sites or chapters. In the Account Settings page, when activated, there will be a sub-tab to manage the name of the national site and each of the chapte…How do I set the fiscal year?If your organization uses a fiscal year that is different from the calendar year, you can set the appropriate fiscal year end from the Account Settings. Go to the menu located under your organization's name, and select Account, then Settings. Under the Organization Info section…