Who looks after what on Uplifter: what Uplifter sets up for you, and what associations and clubs can do on their own.
Must know
- Uplifter activates merchant accounts and helps associations configure memberships, sanctioning, affiliations, certifications and custom reports.
- Associations set membership registration rules. Clubs set them only when their association's policy allows it.
- Associations and clubs can set up Event and Club Dashboards themselves.
- Admins can merge profiles and issue refunds once they've had an onboarding call with Uplifter.
Running memberships, sanctioning and affiliations is a team effort. Here's who looks after what, so you always know where to start and who to ask.
How Uplifter helps
- Activates your merchant account. We make sure your merchant account is up and running so you can take payments.
- Supports associations. Our Partner Support team works directly with associations.
- Configures your setup. We help associations configure memberships, sanctioning, affiliations, certifications and custom reports.
- Pairs applications with dashboards. We link sanctioning applications to Event Dashboards and affiliation applications to Club Dashboards.
What associations and clubs do
- Set membership registration rules. Associations set the rules on Event and Club Dashboards. Where the association's policy allows it, clubs set them too.
- Set up dashboards. Associations and clubs can set up Event and Club Dashboards on their own, whenever they're ready.
- Run day-to-day admin. After an onboarding call with Uplifter, admins can merge member profiles, issue refunds and take any other action their permissions on your Financial Organization allow. See Understand admin roles and permissions.
Apply for affiliation or sanctioning
When your association has Club Affiliation or Event Sanctioning turned on, club and event admins can apply in either of two ways:
- From your dashboard (recommended). Apply from your Club Dashboard or Event Dashboard, and the application is paired with that dashboard automatically.
- Directly. Apply without starting from a dashboard, and Uplifter helps pair the application with your dashboard.
Need a hand? Associations can reach Partner Support at partnersupport@uplifterinc.com. Clubs and everyone else can email support@uplifterinc.com.