Getting started with Rubic Admin
People and members
- Find people in the people list
- Register a new person
- The person card – view and edit details
- View and share the membership card
- Assign and remove roles
- Assign and change memberships
Companies
Selections
Messages and communication
Finance
- The finance overview
- Invoice memberships and other items
- The invoice journal
- Open orders and job runs
- Payment plans – invoice in instalments
- Follow-up plans – reminders and dunning
Reports
Settings
- Edit the organisation profile
- Membership types and group add-ons
- Membership and payment settings
- Set up the sign-up form
- Roles and access
- Prices: items, item groups, departments and projects