When you log in to Rubric for the first time, you can quickly start setting up your memberships, events, or merchandise store. However, there are a few essential account details you should configure, especially if you plan to sell any items.<ol><li>Navigate to Settings:<ul><li>Click on your profile circle in the top right corner to access your account settings.</li></ul></li><li>Configure Bank Details:<ul><li>Scroll down to the Bank Accounts section.</li><li>Provide your bank account information. This is where payouts for memberships, tickets, or merchandise sales will be sent.</li></ul></li></ol><h2 style="text-align: start" id="eld62wrko5f" data-toc-id="eld62wrko5f">Payout schedule</h2>Choose from three payout options in your account settings:<ul><li>Smart settlement - Receive sales proceeds every 7-14 days</li><li>Monthly settlement - Get funds deposited monthly</li><li>Post Event settlement - Receive funds following your event, typically within 1-2 weeks. For membership and merchandise sales, payments are sent to your account weekly.</li></ul>

Setting up account details

Student

Account & Profile

How do I create a Rubric account?

I forgot my password, how do I reset it?

Events & Tickets

Can I request a ticket refund?


I sold my ticket or got a refund but have not received the funds?


How do I sell my ticket on the Rubric Marketplace?

How can I change my seating?


Where can I find my purchased tickets?


How do I transfer my ticket to someone else?

Room Booking

How to Book a Room on Campus?

Clubs

Getting Started

New to Rubric? Start here

Memberships

What is a membership?

Set Up Membership Types


Digital Membership Pass

Adding and Importing Members

Managing your Memberships

Membership Deals

Connecting Discord Community with Rubric Memberships

Events

Overview

How to create an event?

How to create a collaborative event?

Edit an Event

Selling tickets for an event

Manage attendee's tickets

Process refunds

Scanning tickets at the door

Merchandise

Getting started

Selling merchandise

Managing orders

Creating Pre-Order Listings

Order merchandise with Rubric

SMS & Email

Setting up an email campaign

Setting up SMS campaigns

Editing an email campaign

Tracking your email campaigns

Understanding Email Tracking: How Opens and Clicks Are Recorded

Link In Bio

Your club’s Link In Bio is the heart of your club or society's profile. It’s a central hub where students can discover everything about your club, stay informed, and engage with your activities.

Tap & Pay

Tap & Pay: How to Collect Contactless Payments

Forms

Settings

Exec Team Management

Settlements

The Clubs Settings page allows your club or society to update key account information, manage subscriptions, and set up bank details for receiving sales payouts.

General Settings

Student Unions & Associations 

This section of your Campus Settings lets you manage how clubs operate on your campus. You can control sales restrictions, feature access, bank details, and cash payment settings.

Club Controls & Restrictions

Club Types define the categories available for student execs when creating a club on your campus. This allows your union to organize clubs by type and helps students find clubs that match their interests.

Managing Club Types

This section of your Campus Settings allows you to control how students log in, what information they provide, and how their data is accessed.

Student Access & Data

The Rubric Modules section allows you to see all the modules available on the Rubric platform and manage access for your campus.

Rubric Modules Access

User Management

 Custom Tags

Club Management

Ideal for admins who are setting up Rubric for the first time or need to upload multiple new clubs into an existing database.

Importing Clubs into Rubric

Club Execs

Campus Settings

The Forms Manager is where you can create, edit, group, and manage all types of forms across your student organisation. Whether it's for grant applications, case management, or general data collection - it all starts here.

Forms Manager Overview

The Forms Manager allows you to create custom forms for clubs, societies, or general users, from grant applications to general feedback forms.

Creating and Publishing a Form

Once a form is created, you can edit it, duplicate it, share it with students or clubs, or adjust its approval/rejection email templates. You can also activate or deactivate a form, depending on whether it’s ready to go live or still in draft.


Editing and Managing Existing Forms

All general form submissions appear in a dashboard under Forms > Submissions. This dashboard allows you to review, approve, reject, and manage all responses in one place - eliminating the need for back-and-forth emails with clubs or students.

Managing Form Submissions

Grouped Forms

Multi-Approval Setting

Event Calendar

Any event created by you or your clubs (and approved, if you’ve enabled the Event Approval module) will automatically appear in the Event Calendar.

Managing the Event Calendar

Clubs Directory

The Clubs Directory is a list of all clubs on campus - affiliated or not - that can be embedded on your website. It lets students explore and discover clubs easily while driving more traffic to your student body’s site.

Managing the Clubs' Directory

Event Approval

Event Approval in Rubric ensures all club- or student-led events meet your organisation’s standards before being promoted or ticketed. It helps you maintain compliance with your policies, safety requirements, and venue guidelines, all in one streamlined process.

Getting started with event approval

Add your own event approval questions

Managing and reviewing event submissions

Affiliation and Renewal

The Affiliation module is where you set up the affiliation and re-affiliation forms and processes that clubs must complete to become (or remain) officially recognised by your student union. It also allows you to manage and review submissions efficiently.

Getting Started with Affiliation

Managing submissions

View all clubs (affiliated and non-affiliated)

Funding

Getting started with funding

Importing Grants into Rubric

Reset Grants is a new grants management feature that replaces the previous Financial Reporting Periods functionality. It gives admin users greater flexibility and control over how and when grant balances are reset, without being tied to the financial year

Resetting grants

Viewing club or student's funding history

Reports

The Reports section gives you access to insights and data across your Rubric modules - from club activity to events and beyond. 