Getting Started

Set up your portal

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37 articles in this collection
Written by Jordan Gilman, Frank Calabrese, Emran Hossain and 1 other
Setup & Configuration

Giving Your Staff Access to PeopleVine

It is crucial to invite your staff as users to PeopleVine to make the most out of the software and to best serve your members.
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Written by Sabrina St. Peter
Updated over a week ago

How do I change my company info?

Learn how to update and modify your company info and relevant information for your business including your logo, bio, address, timezone, etc
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Written by Jordan Gilman
Updated over a week ago

Enable Your Font Files to Work on Your Member Portal

Follow this tutorial to enable your font files to be accessible via your member portal.
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Written by Jordan Gilman
Updated over a week ago

How do I manage user accounts?

Learn how to add users, update permissions, and provide access to the platform for your teammates.
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Written by Jordan Gilman
Updated over a week ago

Recommended Hardware and Setup for On Premise (PeopleVine Enterprise Edition)

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Written by Jordan Gilman
Updated over a week ago

Port Openings Required for On Premise (PeopleVine Enterprise)

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Written by Jordan Gilman
Updated over a week ago

What's the difference between a "user" and a "person" in the Control Panel?

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Written by Jordan Gilman
Updated over a week ago

Using a Custom Domain Name

Learn how to us a custom domain name that you own with your PeopleVine account including how to setup and configure an SSL Certificate
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Written by Jordan Gilman
Updated over a week ago

Enable a Payment Processor

Accepting & Processing Payments in PeopleVine is critical to your success on our platform. Get transactions up an running in seconds.
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Written by Jordan Gilman
Updated over a week ago

Ensuring Your Are PCI Compliant

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Written by Jordan Gilman
Updated over a week ago

Setting up integrations

We built seamless integrations with leading providers in an effort to simplify the PeopleVine experience. Start configuring them in seconds.
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Written by Jordan Gilman
Updated over a week ago

Prepping Your File for Importing Customer Data

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Written by Jordan Gilman
Updated over a week ago

Getting Started with Payments in PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps. You can use it to provide...
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Written by Frank Calabrese
Updated over a week ago

Importing Data into PeopleVine

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Written by Jordan Gilman
Updated over a week ago

Deploy Your PeopleVine App to the App Store Under Your Brand & Developer Account

Looking to add an app to your digital portfolio? This article will show you how to ensure your brand is all over it including being the ...
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Written by Frank Calabrese
Updated over a week ago

The Ultimate Guide to Importing Data into PeopleVine

You can easily import your data to PeopleVine by placing it in a CSV file and mapping the data to the appropriate fields in PeopleVine...
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Written by Jordan Gilman
Updated over a week ago

Configuring Your Payment Processor's Thresholds

Your credit card processor may have additional controls to manage fraud. Follow these steps to ensure billing transactions aren't blocked.
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Written by Jordan Gilman
Updated over a week ago

Setting Up Taxes

You can setup a blanket tax for most transactions in PeopleVine or you can specify a tax for specific functions.
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Written by Jordan Gilman
Updated over a week ago

Getting Started with PeopleVine (First Steps)

Getting Started
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Written by Jordan Gilman
Updated over a week ago