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Table of Contents
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Video
This video provides a short tutorial on Roster Sync.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
Total Video (Length) | 5:24 | |||
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Accessing Roster Sync | 0:23 | Matching Members | 2:06 | |
Additions Queue | 1:19 | Status Types | 3:22 | |
Delete Queue | 1:46 | Best Practices | 4:00 |
Content
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Accessing the Tool
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Use Case(s)
This is used to sync the data in club accounting software member roster to the Online Member Directory.
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Understanding the Additions/Deletions Queue
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Deletions
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Click on the member’s name, and then click “Delete Selected” to remove from the website.
Conversely, you may click “Keep Selected” to keep the member on the website. If the member was added to the Delete Queue, but shouldn’t be here, check their settings in the accounting system.
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Selecting Status Types
In some cases, your Club may make a new status types for new members coming through or decide that other status types should have access to the Club website.
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The Status Type interface will launch and will list all available Status Types. Click the boxes to check mark statuses that should be active on the website.
Next, run Roster Sync again and the members with the newly selected status type will show in the Additions Queue.
FAQs
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Best Practices
- Never make any manual changes to the member’s profile in the website directory without making sure it is also updated in the accounting system. If a member is allowed to edit portions of their profile and the change isn’t reflected in the member roster in your accounting system, those changes will no longer be in the Club directory. Since Roster Sync makes the information in your accounting system the information that shows up in the Club directory, you need to make sure that any important information is placed on the member roster in the accounting system. However, members and admins are free to alter the username and password field.
- NEVER MANUALLY ADD A MEMBER TO THE WEBSITE DIRECTORY. Doing so will cause double members to show up and throw off the Roster Sync process. Please always use the Roster Sync tool to give new members website access.