Start a conversation

Articles

  • How to Edit Your Advocate Profile

    Overview This article provides a step-by-step guide for advocates on how to access and customize their profile, including uploading a profile photo, editing usernames, managing email preferences, link...

  • Disabling an Advocate's Account

    Overview This article provides a step-by-step guide on how to disable an advocate's account, either individually or in bulk, and outlines the implications of doing so. It also includes instructions fo...

  • Best Practices: Problem Advocates

    Overview The article provides a comprehensive guide on managing 'badvocates' or problem advocates within the Influitive platform, detailing strategies for locking/disabling accounts, identifying advoc...

  • New Member Permissions

    Overview This article provides guidance on configuring new member permissions in a hub that has Open Signup, Public Community, and Advanced Referrals enabled. It explains how to control the visibility...

  • Overview: Nominees, 'Not Joined' Advocates, and Advocates

    Overview This article provides a comprehensive overview of the different types of users within the Influitive platform, including Not Joined Advocates, Joined Advocates, and Nominees. It also discusse...

  • Adding Updating and Managing Multiple Advocates with a CSV Import

    Overview This article provides a comprehensive guide on using Influitive's CSV Import tool to efficiently manage advocate data. It outlines the process of exporting customer data from a CRM, cleaning ...

  • Merging Advocate Accounts

    Overview You have identified duplicated Advocate accounts within your hub, and the user wants to aggregate their activities into a single account. You require guidance on how you can combine these acc...