Getting around
Sign in with the email and password you were given, then the 6-digit code from the authenticator app on your phone, and you land on the Dashboard. The first time, the console helps you set the app up. See Two-step sign-in. From there, every screen has the same bar across the top.
- Dashboard — the overview you land on.
- Members — people, and the Teams tab.
- Plans — what you sell, plus discount codes, donations and gifts.
- Reports — money that actually reached the bank.
- Health — is anything broken, and the failed updates (Dead letters). Developers and owners only.
- Staff — colleagues who sign in to the console, one page each. Owners only; other roles don't see this tab.
- Settings — connections, sandboxes, backups and the rest of the operator tools. Most of it is for developers and owners only.
The Guide button
Most screens have a Guide button at the top right, beside the page title. It opens this guide's page about that screen in a new tab. It only appears when FMS knows the guide's address (a developer sets it); otherwise the screen simply has no button.
Sub-tabs
Four of the tabs hide more screens underneath. They appear as a row under the page title.
Which data am I looking at?
The badge at the top left is the environment. Production is real money and real members. Anything else is a practice sandbox. Only developers and owners can switch between them.
Check the badge before every change
Practising in a sandbox is free. The same click in production charges someone.
The menu
The button at the far right holds the tabs again on a narrow screen, Your account and Sign out. Your account shows who is signed in, with your role under the email. It is where you change your email, password or phone. Sign out on any shared computer.
What you can see depends on your role
Every colleague has one of six roles. An owner chooses it.
| Role | Can change |
|---|---|
| Owner | Everything, including staff accounts, plans, connections, sandboxes, backups and settings. |
| Developer | The machinery: connections, sandboxes, testing, service keys, logs, backups, email and Health. Reads members and money. Changes none of them. |
| Membership manager | Everything Support and Finance can do, and two Mailchimp clean-ups on Consolidation. |
| Finance | Payments, renewals, plan changes, cancellations, team invoices, discounts and donations. |
| Support | Members and teams: new members, grants, notes, names, emails and newsletters. No money. |
| Viewer | Nothing. Reads every screen and downloads reports. |
Every role reads Dashboard, Members, Plans and Reports, and downloads report files. Buttons your role cannot use are hidden. Health is for developers and owners.
Under Settings, everyone sees Consolidation and Audit. Developers and owners also see Connections, Developer, Testing, Rehearsal, Sandboxes, Backup, Email and Logs. Only owners see the Staff tab in the top bar.
Your account shows your role and one line on what it can do.
A link to a screen outside your role shows This screen isn't part of your role. Press Back to the dashboard. If you need that screen for your work, ask an owner to change your role on Staff.