Member 365 Rebuild

Thanks to the California Department of Social Services training grant, the Association is working with our membership management platform, Member365, to streamline several membership and training processes to allow counties more access/control to member information. The project began in September of 2020 and will be fully launched by July 1, 2021, just in time for membership renewals.

BUILD OVERVIEW

This rebuild will convert management of memberships from the individual employee to the county program management team giving more power to each county program to manage and view their members. Roles will be created in the system to allow for the proper management of each county program (i.e. PA|PG|PC program) and include:

  • Owner: The person who is identified within the organization membership that can assign the subsequent roles (this will be the Principal member or designated contact for the county program). If the Owner or Designated Contact has not completed the New Group Roles form (found here), the system will automatically assign them the Billing Contact and Membership Manager system roles starting July 1, 2021
  • Secondary Contact (Back-up to Owner): Will have the same permissions as the owner
  • Billing Contact (BC): Receives and pays the applicable invoices for the individual membership applications and renewals and training fees (Can have up to two staff members assigned to the role if needed)
  • Membership Manager (MM): Manages the member/renewal list and other permissions such as editing member information or request member deletion, retrieve member certification records, change program designation, etc. (Can have up to two staff members assigned to the role if needed)

TRAININGS

To ensure designated county staff are prepared for these new roles, the Association will be offering several 1 hour video sessions to train designated program staff on how to navigate the new Admin console, learn how to approve memberships in bulk as well as create invoices for group trainings and download certification records. More information concerning these trainings will be released mid May 2021.

FAQ

Below is a list of frequently asked questions concerning the new Member365 platform features. We will continue to update this list as the project progresses. Don’t see an answer to a question you have? Feel free to email us at info@capapgpc.org and we will get back to you within 3 business days. Thank you.

To assign staff to one of the new roles before July 1 simply fill out the New Group Roles form here and send to the Executive Office at info@capapgpc.org.

Unfortunately you can only have one Owner (normally the Principle or Designated Contact for the County program) and one Secondary Contact. The good news is you can have up to two Billing Contacts and two Member Managers per County program if you so choose.