Full Suite - Member Roster Integration Videos

Accessing Roster Unification Settings

Learn how to access the Roster Unification Settings (Endpoint Editor) in Office.

 

Field Customization for Web Profiles

Learn what customizations can be made to the website Profile.

 

Member Photo Sync in Office

Learn how member photos can be enabled to sync between the systems.

 

Unification Fields Included in the Sync

Review what fields are included in the sync and where they should be managed.

 

Web Roster Visibility Settings

Learn how to utilize web visibility settings in Office that affect the Web Directory.

 

Create/Sync Groups to the Website

Learn how to create Groups in Office and Sync them to the website.

 

 

Employee Sync

Review what fields are included in the sync and where they should be managed.

Usernames/Passwords

Review how username/passwords are created and managed.

Relationship Settings-How to manage in CMA

Review CMA of Member types that impact Relationship Settings on the Web

 

 

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