60 Help Files Found

How to Disable a Recurring Payment Account

Disabling a recurring payment account is a good way to stop the payments but retain the history of invoices and payments for the account within the RP module. It also allows someone to restart their payments without needing to recreate the account. Deleting a recurring payment account deletes all information from the RP module, however invoices are retained for historical purposes within …

Chapter Membership Management

How to use the Chapter Memberships Module, and What's In it Tendenci is proud to announce that we have now made Chapter Management easier than ever! Give Chapter leaders the ability to manage members at the Chapter level to increase the user experience and lessen the workload of site-wide/national level administrators. First, a site admin must build a chapter membership …

Using the Admin Top Bar Navigation Menu

Admin Top Bar Menu Options   The Admin Top Bar Menu displays for super-users who are logged in and includes all the links you need to manage your site's content, users and members, site settings and theming, reports, and find support links for when you need help with your site or Tendenci features.   Here are screenshots with descriptions of …

How do I update current members for auto-renewals?

Firstly, make sure Auto Renew is enabled to have the option available for membership auto-renewal. Members will have the option to set this up via a link in their Membership/User Profile and choose the option to Update Auto Renew.   1. Go to your membership/user profile and select the membership you want to auto-renew.   2. Click on Update Auto Renew   …

How Do I Upload a Logo, File, Document, or PDF to a Tendenci Site?

There are 2 different ways to upload files to your Tendenci website: through Tendenci's Files Module to store and organize your files, or via your WYSIWYG Editor. Uploading Files Using the Files Module To upload an external file including a Logo, Graphic, Document, PDF, spreadsheet, or other types of content through your Files Module, go to Apps>Content>Files in the Tendenci …

Getting Around Tendenci

Video Transcript When you first log in to your new Tendenci site, you'll be taken to what we call the Tendenci Dashboard. The Dashboard is the back end of your site with the icons. It has places for administrators of the site to quickly do things like adding a page, enabling or disabling modules. This is where you would select and change your theme and …

How Do I Install the Videos Plugin?

When we developed Tendenci 5, our most current version of CMS platform, we added a plugin architecture which enables you to add and create new plugins to your Tendenci website. Think of plugins as mini-modules for adding custom content to your website. We'll Install it For You, Free!  If you are on the latest version of our Tendenci CMS and …

Getting Started with Users in Tendenci

This help file is intended to provide you with a broad overview of creating and managing Interactive User profiles on your Tendenci website. We've included a section with tips for your users to refer to and learn how to manage their profiles. As you read through the guide, you'll find references to other Help Files and training materials that talk …

Internet Forums for your Online Community

Internet Forums are a great way for your members to interact and support each other!  Note: Tendenci currently uses a restricted version in our Forums module. Please check out this help file to learn more about alternative forum software integrations to take your Tendenci Forums module to the next level! To start using Internet Forums on your site, you will need …

Create, Search and View Invoices Online with Tendenci

Create, Search and View Invoices Online You won’t need an accounting degree to manage incoming revenue with our integrated payment gateways and automated invoice module.  Tendenci automatically generates an invoice for each website transaction.  Invoices are color-coded, making it easy to distinguish between event registration invoices, membership invoices, and other transaction types from the Preview List.  Open individual invoices and you have …

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