Access NPE Consolidated

This article explains the options available for membership renewal.

Renew Memberships

This article offers a list of possible causes for issues with Direct Debit Membership payments.

Membership Direct Debit Payment not being taken

Follow the guidance in this article if a direct debit membership is not renewing.

Membership not renewing

Follow these steps to edit the DDI status of a membership or pledge.

Change the DDI status of a membership or pledge

Our Support team will be able to assist with removing a credit line from a membership.

Remove a credit line from a membership

Follow these steps to convert a membership.

Convert memberships

This article explains how to cancel a membership.

Cancel a membership

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Renew or cancel memberships. Set up financial periods, benefits and schemes.

Memberships

This article explains how to change membership amounts from a given date in order to use the new rates.

Manage Membership Schemes

Schemes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.