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Association Portal Guide

This guide is for association users managing onboarding, compliance, complaints, and enforcement workflows.

1) Association dashboard at a glance

Association Dashboard (annotated)

Key areas:

  1. Operations navigation: Companies, Registrations, Complaints, Disciplinary, Reports.
  2. Association overview header: session context and quick orientation.
  3. KPI cards for operations: high-level counts and activity.
  4. Quick actions for daily work: jump directly into core workflows.
  5. Pending approvals panel: items waiting for review.

2) Required document policy (drives onboarding)

When creating required document types, set:

  • Mandatory or Optional
  • Expiring or Non-expiring
  • Warning window (days before expiry)

These rules directly control company onboarding and compliance behavior.

3) Registration and compliance review

  1. Open Registrations.
  2. Review company profile and submitted documents.
  3. Check mandatory document completeness.
  4. Approve or reject with clear reason.
  5. Confirm company receives notification.

4) Complaints and dispute handling

Customer complaint workflow:

  1. Complaint is filed against a company.
  2. Association reviews evidence.
  3. Company may submit a dispute response.
  4. Association investigates and decides:
  5. revoke complaint, or
  6. approve complaint as valid.
  7. If valid and severe, create disciplinary action.

5) Disciplinary actions

When creating action:

  1. Select target company.
  2. Choose the correct action type.
  3. Set severity, reason, and details.
  4. Submit action.
  5. Verify notifications are sent (email + in-app).

6) Membership fees and invoices

Fee campaign flow:

  1. Create membership fee (name, type, amount, dates, target companies).
  2. System generates invoices to selected companies.
  3. Companies receive notification and invoice.
  4. Monitor payment progress from association views.

7) Messages, FAQs, and notifications

  • Messages: keep communication clear with subject-driven conversations.
  • Support: track raised tickets and interaction history.
  • FAQs: publish customer/company-facing answers from Support section.
  • Notifications: keep critical alerts enabled for registration, compliance, complaints, and payments.