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Overview
The Directory houses all active members and staff members on the website. It is necessary for anyone using the website to be in the Directory in order to have website access, however, you may turn off any user’s ability to access the website at any time. The Directory is typically set up with a sync to the club’s accounting system using Clubessential’s application RosterSync, or it may be synced using the Office Products. Both systems allow club admins to update their accounting software for member changes that will then update on the website Directory (Office systems update automatically so changes must occur within the Office accounting suite, while 3rd party systems must be updated manually by running RosterSync). Use Case(s) In order for any member, or staff member, to have access to the website, they must first be active in the Directory. The Directory is used to house member information such as: membership status, membership start and expiration date, contact information, affiliated groups or organizations, and account information. The Directory is also used to provide login information, and website privilege level (no access, member access, editor access, admin access). |
Video
This video provides an overview of how to use the tool functionality to Directory Management.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
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Accessing the Directory | 0:41 |
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| Adding Staff Member | 4:24 |
Directory Overview | 1:12 |
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| Advanced Search | 5:57 |
Viewing & Editing Member Profiles | 2:26 |
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| Running Directory Field Reports | 6:17 |
Updating Usernames & Passwords | 3:11 |
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| Directory Settings | 6:59 |
Staff Directory Tab | 3:43 |
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url | https://www.youtube.com/watch?v=D6y3Bgexqqk#action=share |
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Content
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exclude | Axis - Directory Management |
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Accessing the Tool
Admins: Hover over Admin bar in the left hand corner of the screen, select Directory.
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Directory Management Guide
Back to Getting Started
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