iMIS FAQ: Getting Started with iMIS

How can I create a new user? To create a new user, go to Community > Add contact. From here, you can add an individual or organization (company). See Adding contacts.

How do I add a new member? You must first add the contact to iMIS so that they have an account page. Once they have an account page, you can walk through the Join Now process to process their membership join.

Where can I find personal details about a member? You can find personal details about a member on their account page. The iMIS Membership Getting Started Guide has information about where to find membership details after a member joins or renews.

How do I update a member's member type? The process to change from one member type to another varies depending on whether or not the renewal invoice has already been generated, and if it has, if the invoice has already been paid or not. See Changing member types.

How do I search for someone? . Go to Community > Find contacts. Use the Select a query drop-down to find the search filter you are looking for. See Finding contacts, members, and companies.

How do I edit the website? You can edit content pages, website navigation, and more all within RiSE. Review the Creating a website: Getting Started & Best Practices.

How do I create a new report? You can create a simple report using IQA and business objects. See Getting started with IQA queries: Business Objects, Understanding IQA, Building a new query, and Using the out-of-the-box queries. To create a more advanced report, use Report Writer.