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Overview
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Use Case(s)
The Unified Roster sync uses an API to connect the back office accounting system to the Clubessential website. The endpoint settings in the unification area allow each club to customize member /employee types, status, member groups, photos and custom fields to configure the sync. Membership data such as emails, physical addresses and phone numbers are customized per system.
Accessing Roster Unification Settings
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Accessing Roster Unification Settings
Learn how to access the Roster Unification Settings (Endpoint Editor) in Office.
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| url | https://vimeo.com/694173533 |
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Field Customization for Web Profiles
Learn what customizations can be made to the website Profile.
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| url | https://vimeo.com/694175071 |
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Member Photo Sync in Office
Learn how member photos can be enabled to sync between the systems.
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Unification Fields Included in the Sync
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Review what fields are included in the sync and where they should be managed.
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| url | https://vimeo.com/694174377 |
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Web Roster Visibility Settings
Learn how to utilize web visibility settings in Office that affect the Web Directory.
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Member Photo Sync in Office
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Create/Sync Groups to the Website
Learn how to create Groups in Office and Sync them to the website.
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Web Roster Visibility Settings
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Employee Sync
Review what fields are included in the sync and where they should be managed.
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| url | https://vimeo.com/694489807 |
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Usernames/Passwords
Review how username/passwords are created and managed.
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Field Customization for Web Profiles
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Relationship Settings-How to manage in CMA
Review CMA of Member types that impact Relationship Settings on the Web
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