Table of Contents
Accessing the UX 365 App ...................................................................................................... 2
Navigation Basics in the Unified Client Interface .............................................................. 2
Command Bar ............................................................................................................................................ 3
Navigation Pane ......................................................................................................................................... 4
UX Work Area Sitemaps ......................................................................................................... 5
My Work ...................................................................................................................................................... 5
Renewal ....................................................................................................................................................... 6
Renewal Processes ............................................................................................................................... 6
Member Groups ......................................................................................................................................... 7
Meetings ...................................................................................................................................................... 8
Product Sales .............................................................................................................................................. 9
Exhibits ...................................................................................................................................................... 10
Advertisement .......................................................................................................................................... 11
Education .................................................................................................................................................. 12
Manager ............................................................................................................................................... 12
Fundraising ............................................................................................................................................... 13
Processes ............................................................................................................................................. 13
Financial Manager .................................................................................................................................... 14
Manager ............................................................................................................................................... 14
AutoPay ................................................................................................................................................ 14
Settings ...................................................................................................................................................... 15
Tool Bar .................................................................................................................................. 16
Tool Bar on a View ................................................................................................................................... 16
Tool Bar on a Record ............................................................................................................................... 16
The content of this document is furnished for informational use only. It is subject to change without
notice and should not be construed as a commitment by Protech Associates, Inc. Protech Associates,
Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this
document.