Congressus

Congressus offers all types of functions that are linked with the member administration. Read more about their options and functions here.

Introduction to your Member Administration

An association is nothing without its members. In this step by step guide we will help you give your new members a warm welcome

Step-by-Step: Online sign-up

Send your members an automated birthday email

Birthdays

Everything about member administration. How to manage Online sign-ups, how to use a filter or how to gain insight in your member database? You can read this and more here!

Member administration

What are current, archived and deleted users.

Current, archived and former users.

Adding extra fields to the member administration, changing the name display of members and generating automatic member ID's

Names and Member-ID's

Learn how to add, edit or delete member statuses. Set up contribution fees and decide which fields are available in the member profile.

Managing member statuses

How you can invite members to activate their account for the website will be explained in this article.

Inviting members to your website (including example mail)

Can I include more than one email field in my membership administration?

Email addresses of your members

Give members an extra gender-option besides male or female

Extra gender-option

How to edit the information of your members

Member profiles

Importing members, adding members manually or let them sign-up online.

Adding members

If you want to change a bankaccount number with a direct debit mandate, you first need to remove the direct debit mandate.

Changing an IBAN with a direct debit mandate

You can export (selections) of your member administration into an Excel file with the clicks of a few buttons.

Export member administration

Synchronize your membership administration with Moneybird

Link with Moneybird

Synchronise your member administration with Exact Online

Linking Congressus and Exact Online

You can divide your members in groups and folders. This article will explain what you can do with groups & folders and how to set it up.

Groups and folders

When creating a filter you can select three different types. How to use these different types of filters will be explained in this article.

Filter types

Find specific subsets of your members based on filter criteria

Adding filters

This article will explain how you can create a selection of specific members

Selections in your member administration

This article will explain how you can perform certain actions based on selection with members.

Performing actions based on a Selection

Segmentation: Groups, filters and lists

Sometimes it can happen that a member can not sign in, this article will go over the possible solutions

A member cannot login, how is that possible?

How do you delete members? How do you get back accidentally deleted members? Read on!

Deleting and restoring deleted members

Is the memo-field visible for members on the website?

Selecting members without a direct debit mandate

How can I see which members do not have a direct debit mandate?

What does it mean when a member is inactive?

With the Exact Online integration, you ensure that changes to member profiles in Congressus are immediately synchronized to Exact Online. You can synchronize new members in bulk using an import.

Synchronize members to Exact Online

FAQ: Frequently asked questions

Inloggen in Congressus Manager

Congressus website

API documentatie

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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