To Do
New Member: Recruitment/On-Boarding
Email Marketing / Management
Email: CRM / Marketing integration
Email: Partners, committees, etc
Template: PR / Communications
Social Media
Secure Cloud Share access
Archive /Retrieve Resources
Meeting: Streamline sign-in
Meeting: virtual/hybrid protocols
Voting: Streamline elections
Events: Hybrid/Virtual Registration
Zoom resources and links
Google: Drive, Forms, Slide, etc
Train and serve as primary tech tool
E-commerce and secure payments
Analytics and Insights: Improvement
Commerce
What do you want to sell?
Your product type determines certain product settings and features.
Physical
A tangible product that you ship or customers can pick up
Service
Collect payment for a consultation, or experience that doesn’t require booking
Digital download
A digital file customers can download, like an ebook, PDF template, or audio file
Gift card
A gift card customers can use to purchase any product or service
Membership
Sell access to members-only content, classes, and communities
Video On Demand
Sell access to your videos collection or online classes
Scheduling
Sell live, scheduled services, coaching appointments or classes
Digital downloads
PDFs, ebooks, audio files
Promote an event or project
Summer clinics, retreats
Collect Donations
Tipping, donations
Appointments
Classes, consultations, coaching
Memberships
Subscriptions, registration fees
Online courses
Workshops, webinars
On-demand videos
Workout, cooking classes
Physical products
Apparel, jewelry, merchandise
Services
Tickets, events
Other
Tell us more
Make it
Contributors can have different levels of access based on their roles. Learn More
CONTRIBUTOR
Name
Email Address
GLOBAL
Administrator
Has full access but can't transfer ownership
Billing
Can buy or change plans, except for domains and Google Workspace
WEBSITE
Website Editor
Can only edit website content
Analytics
Can access website and Commerce analytics
Comment Moderator
Can comment on your website and edit others’ comments
Viewer
Gives users view-only access to your private site
COMMERCE
Store Manager
Can manage orders, edit content, and receive store notifications
EMAIL CAMPAIGNS
Email Campaigns Editor
Can create, manage, and send email campaigns
SCHEDULING
Scheduling Administrator
Can view and manage appointments and settings for Scheduling
Scheduling View & Edit
Can view and edit assigned calendars. Add Scheduling to assign this role.
Scheduling View Only
Can only view assigned calendars. Add Scheduling to assign this role.