AGENCIES & CONSULTANCIES ERP · MICROERP GUIDEMemberships.
Memberships.
Help & documentation.
Manage membership plans, member records, dues and renewals.
Open Memberships in four steps.
- Sign in to Agencies & Consultancies ERP. Use agencies-consultancies.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Memberships. Pick it from your Agencies & Consultancies ERP workspace, or go straight to agencies-consultancies.easymanagex.com/membership/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
9 screens in 5 sections. Each link opens the screen in your Agencies & Consultancies ERP workspace; you see only what your role allows.
Records
Operations
Insights
Governance
What you can see depends on your role.
Memberships checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Memberships. Your data stays inside your own organisation.