CiviPlus

It's easy to create Certificates and Cards  for your members in CiviPlus

Creating Membership Certificates and Cards

Sometimes you just want a simple certificate format.

Creating a Simple Membership Certificate

This article explains how to use content and format created outside of CiviPlus

Creating a Complex Membership Certificate or Card

An example of the HTML you could use to generate a Membership Certificate

Complex Membership Certificate HTML example

CiviPlus Helpdesk

How to create and manage Membership Certificates and Cards

Membership Certificates and Cards

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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