How to Manage Your MIBA Membership Account
Greetings!
This article is about how to log in to MIBA's system and use your custom Member Compass. Please view the partner article (coming soon) about creating your profile(s) for our new trade-powered member-to-member directory.
Did you know? Novi, our AMS (Association Management Software), gives YOU the power to control and update your company and staff information. (The only category you need to ask MIBA staff to do is update your company/bookstore name.) Here's a walk-through of how to use our system to efficiently manage your MIBA membership.
Logging In
If you don’t yet have a log in, create one now by following this link: https://www.midwestbooksellers.org/login
Enter your email and follow the prompts
- If your email is connected to your existing profile, you'll be prompted to set a new password
- If we do not have your email on file, you'll be prompted to create a new account
- Enter your name, email address, and password
- On the next page, the system asks you to select which company you are associated with. Make this selection are you are set! If you need help, contact Carrie Obry, or if you are not yet a member, join the MIBA family
Explore Your Member Compass
Once logged into the website, you'll be redirected to your Member Compass. From there, you will see information about you and your company. Along with information about your current membership status, you’ll also see several tabs to the left. You may see dynamic information boxes that show the current number of upcoming events you’re registered for, or a box displaying how many outstanding invoices you have. Note: If you are not registered for any upcoming events or do not have outstanding invoices, that corresponding information will not display.
A Note about Access Levels
Within Member Compass, all logged-in users are able to see their Dashboard with their membership status, transactions, event history, order history, and personal profile information. In addition, Novi allows us to assign our members three levels of access
- Primary contact
- Management access
- Billing contact
These three additional levels of users can do the following.
- View and edit the company profile(s) (if you have access to more than one company, you will have a "Companies" tab with a list of all the companies you are tied to)
- Manage the people list for the company and all sub-companies
- View and pay transactions for the company, all sub-companies, and related contacts
- View your company's order history
- View related record's event registration history and upcoming events
You will not be able to edit the company's name. Contact MIBA for assistance if your Company Name needs to be updated.
Member Compass Walk Through
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.
Pay Balance and Account History
These tabs allow you to view and print invoices and receipts, view past transactions, and pay open invoices. Instead of having to call or email, you can find what you need here. Depending on your access level, you may also see additional transactions for others in your company.
My Events
At the top of this tab are any upcoming events you’re currently registered for. To the right of each event is a link that will allow you to add it to your calendar (iCal, Google, Outlook, and others). Below that section, past events you've attended will be listed. Note, we did not import past event info to this platform, so all event records will be created going forward.
My Orders
If you have purchased any products from the store, those orders will be shown on the My Orders tab.
Profile
To update your personal profile, select the Profile tab. From there, you can add information including social media links, headshots, directory gallery images, ARC preferences or other information you'd like to share. Updating your profile information here will also update what displays on the Member Directory listing.
Login & Password
Need to update your password or login email address? Easily update your login credentials in this section.
Payment Methods
Add or edit your saved payment methods here (if applicable).
Company/Companies
If you see the word Company or Companies, your account has access to update the Company profile. The Primary Contact, Billing Contact, and anyone on staff with Management Access can update the information. The company logo, contact information, website, address, company overview, etc. can be updated here. Changes made here will be reflected on your Member Directory listing as well.
Staff
If you see the Staff tab, your account has access to update the staff at the Company (or Companies) you have been given access to.