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Accessing Toolset to Manage Sync (in Office)
The Club can access the Toolset for managing the sync in Office by clicking on the System tab (across the top) in Office → System Settings → Website → Clubessential → double click the URL. The Endpoint Editor will now open.
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The Endpoint designates where the data is going (the Website), and by editing the settings within the Endpoint, a Club can control which Member Types push to the Web, which status indicates if a Member should be made Inactive on the Website, which Office groups sync to the Website, which Employee Types push to the Website, which status indicates that Employees should be Inactive, which Billing Items Sync to the Website, and which Photos (if any) are to be shared on the Website. Double-click the endpoint, or highlight the endpoint, and click edit to view the options below.
Fields that Sync
Member Number
The Member ID field in Office syncs to the Membership Number/Relationship Field in Axis.
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On the Website, groups that Sync from Office are labeled Office in the Synced column.
Fields that do Not Sync:
Username/Password
The username/password fields in Office are NOT part of the sync. The username is derived from the Member number field on the first push of that Member from Office to the Website. Once the username is set in the Website profile, changes cannot be made in Office to update. Changing a Member number (ID) in the Office record will NOT change the username in the Website profile. The username/password must be updated directly in the Member’s Website profile once the profile exists on the Website.
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If the Member does not have an email on file, physically reset the password by typing in a new one in the Password field and re-type the new password in the Confirm Password field to confirm the new password. Best practice is to return the password to the original default of the Members last name, all lowercase. After resetting the Member’s password, check the Ask user to change username/password on next login box to ensure Member is prompted to change their password on next login.
Troubleshooting Scenarios
Scenario 1
Member changed Member type and Member number. Mr. CE Test and Mrs. CE Test changed from Member number 999 to 888 and they changed their Member types.
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