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Configurable to the Maxx (Did You Know You Could…?)

The MatrixMaxx AMS gives staff tremendous levels of flexibility in all of its modules. But did you know that in addition to the granular control within the modules,  MatrixMaxx allows site administrators to control and configure macro-level settings within the AMS? Read to find out the power that is in your hands as a MatrixMaxx site administrator!

ADMINISTRATIVE PAGES

When logged in as a site administrator (generically called the ‘SiteAdmin’ access, unless your association has custom access-levels), visit the Administrative (Admin) area of in the upper right corner of your MatrixMaxx intranet to manage a variety of settings and appearances.

Manage Access Levels

A powerful feature of your MatrixMaxx AMS is the ability to manage the levels of access you give to individuals – whether it be staff colleagues using the MatrixMaxx AMS system, or visitors to your public-facing web site. For example, as a site administrator you can set granular levels of access to your colleagues: maybe one staff person should have access to MeetingMaxx, but not to CommerceMaxx.

Edit Custom Settings

The Edit Custom Settings area of the Administrative Pages allows you to adjust scores of configuration settings for the various MatrixMaxx modules available in your installation. A few examples of your ability to configure these settings include …

Committees:

You can control the layout of your committee-only committee rosters by making decisions like displaying:

  • a photo (on/off)
  • title
  • committee responsibility
  • address
  • phone
  • fax
  • email
  • bio
  • etc.

Fundraising:

If you utilize the MatrixMaxx Fundraising(Donor) module, as a site administrator you have the ability to:

  • set/edit/remove the web site display donor login instructions
  • general donor instructions
  • donor thank you text
  • pledge confirmation email text (unpaid pledges)
  • pledge confirmation email text (paid)

General / Login:

Use this set of configurations to set your general MatrixMaxx settings:

  • timezone
  • the “not authorized” message
  • login text (displays above the username/password fields)
  • bottom login text (below the username/password fields)
  • forgot password instructions
  • login error message

Integrations:

This is the area of MatrixMaxx where necessary integrations keys are stored, for example:

  • if you have an integration with a 3rd party mail service, at the time of your integration implementation the MatrixMaxx team can store configurations that you or your vendor may need to adjust in the future

Invoice:

Communicating information to those who do business with you is crucial. MatrixMaxx gives you the ability to control the text that appears at the bottom of all generic invoice templates that MatrixMaxx generates, with the exception of Membership. Visit this area at least once a year to make sure that your invoice text is fresh and accurate!

Mailing List:

  • Email List Subscription Help Text

Meetings:

  • Help Text for Tradeshow Exhibitor List
  • Extra Text for Registration Confirmation Email

Membership:

  • Dues Account Codes
  • Application Confirmation Email Custom Text
  • Application Balance Due Email Custom Text

Payment Page:

* Help Text for Payment Page Payment Method

Sponsorship:

  • Heading text on WWW Sponsorship Search page
  • Help text on WWW Sponsorship Search page
  • Label text on WWW Sponsorship result page for a Sold Out Sponsorship
  • Label text on WWW Sponsorship result page for Sponsorships for which the user is not eligible
  • Label text on WWW Sponsorship result page for Sponsorships which are restricted
  • Label text on WWW Sponsorship result page for Sponsorships for which this user is eligible
  • Text for the Sponsorship Thank You Page
  • Sponsorship confirmation email: Introductory text

WWW Calendar:

  • Do You Want to Use the Visual Version of the Meeting Calendar? (This is responsive and displays an optional meeting logo.)
  • Headline Text for WWW Meeting Calendar
  • Top Text for WWW Meeting Calendar
  • WWW Meeting Calendar: Location Filter
  • WWW Meeting Calendar: Type Filter

WWW Create a Personal Profile:

  • Create a Personal Profile Confirmation Paragraph
  • Create a Personal Profile Quick Form Blurb

WWW Directories:

  • Help text on WWW Directory Search page

WWW Organization Profile:

Organization Profiles settings control what is displayed on the WWW organization profile. You can preview the public and the members-only profiles.

  • WWW Primary Contact Management Staff Roster Helptext
  • WWW Primary Contact Management Show Contacts

WWW Personal Profile

  • Is Photo Displayed on WWW Personal Profile?
  • Is Profile Photo Editable?
  • WWW Personal Profile Top Helptext
  • Addresses Helptext
  • Contact Information Helptext
  • Demographics Helptext
  • Is ‘My Account’ section enabled?
  • ‘My Account’ Helptext
  • Is ‘My Account’ All Invoices link enabled?
  • Restrict My Account To Only Pay Invoices (not edit them too)
  • Is ‘My Committees’ section enabled?
  • WWW Personal Profile ‘My Committees’ Helptext
  • Is ‘My Meetings’ section enabled?
  • ‘My Meetings’ Helptext
  • Is ‘My Downloads’ section enabled?
  • ‘My Downloads’ Helptext
  • ‘My Downloads’ Bottom Blurb
  • Is ‘My Subscriptions’ section enabled?
  • ‘My Subscriptions’ Helptext
  • ‘Find My Organization’ Helptext

Customized Modules

Within the MatrixMaxx Administrative pages, the Maxx team will include powerful tools to allow site administators to control configurations to such modules as the CRM module, Sponsorships module, Organizational Demographics, Individual Demographics, Meetings, and other custom settings that your staff may need access to.

List All WWW Links

This section of the Adminstrative Pages gives you a one-page look at all of the WWW links that the MatrixMaxx AMS generates. This useful tool allows you to grab and use URLs on any of your web site front-end pages.

Key MatrixMaxx Settings (READ ONLY)

The settings listed in this area show you and your staff the key settings that were installed during your implementation or during other custom work. Forget how long you set the renewal date to? Don’t remember if you require users to enter their billing address when they enter a payment on your web site payment pages? Did you have Maxx set up to allow all emails sent to lists from your staff bypass any moderation? How many days before downloaded products expire for users? You’ll see all of this, here!

View Available MatrixMaxx Upgrades

This area allows you to see all the MatrixMaxx modules that are available to your team. Read descriptions about each and see module pricing.

MYMATRIXMAXX DASHBOARD

MyMaxtrixMaxx has a powerful tool that you can configure for your staff – the MyMatrixMaxx Dashboard! The Dashboard is a set of widgets that you can edit and reorder on the page for your staff. Is it important for your team to always have a view of the calendar? Add the calendar widget! Do you want to have a quick view of all of the applications that are pending? Add the widget! Make the MatrixMaxx dashboard be useful to YOU!

Need a widget for that? We likely have it! Maxx has a variety of widgets available, including:

  • MatrixMaxx Bookmarks
  • Calendar
  • Important Notes
  • Support Articles
  • Tour
  • Fun animal cameras
  • Upcoming meetings
  • Documents
  • Quick Search
  • Recently Viewed Pages, by module and type
  • Current Dues-Paying Members
  • Membership Budget,  Quick Stats, Summary
  • Pending Applications
  • Surveys
  • Meeting Summary
  • Open Registration Summary
  • Top Store Customers
  • Top Products
  • Donation Summary
  • CRM Leads
  • CRM Pipeline
  • Open Tasks
  • and More!

STORE

As a MatrixMaxx site administrator you can even edit your store front! This is the web site page where visitors come to purchase your products. Without contacting Matrix you can:

  • Edit the Store Front text
  • Add/Edit/Remove How to Order Help Text

You can also sort featured products in any order that works for you! Look for this functionality under the Commerce -> Store Front menu

MEETINGS

Let’s face it, no one meeting is like another. When setting up each individual meeting you have the ability to do a great deal of customization. However, you can ALSO use the Default Settings in the Meetings module to set defaults, so that meetings that don’t have custom needs can simply utilize the meeting defaults! You can set the default:

  • Cancellation policy
  • Attire
  • Thank you text
  • The “from” address on the meeting emails to be the meeting contact
  • Set a default meeting contact

You can also customize the text that appears on the top of the meeting calendar on the public-facing web site!

These tools are in your hands. And the best part? YOU HAVE THE POWER TO DO ALL OF THIS – WITHOUT CONTACTING THE MATRIX GROUP!