Member Management Overview

The Member Information link on the Main Information page Administer List allows an administrator with Roster Administration privileges to maintain vital information about the organization members and related information.  The functions available in Member Information include:

• Create and maintain Member profiles
  You can create and edit member profiles, create alias profiles, and delete profiles.

• Assign user privileges
  This allows you to identify which functions in the system a user can perform.  For example, a user may be able to maintain Newsletters and Photo Albums, but not manage Bulletin Boards.

• Maintain user ids and passwords
  As an administrator, you can maintain user ids and passwords.  You can also reset passwords and have them automatically emailed to the user.

• Assign members to user groups
  User groups become important when broadcasting/emailing, assigning advancement awards to more than one person, etc.  Once the group is defined members can be added.  So when sending out an email, broadcasting an event or a newsletter, etc., you can send the information out to one recipient (user group) and everyone in that group will receive the broadcast.

• Assign leadership positions and advancement awards to members
  These functions allow you to maintain leadership position history for individual members and assign advancement awards individually.

• Upload member photographs for the roster
  Photographs of members can be uploaded to the roster and will be made available for viewing from the Member Directory.

• Manage leadership position titles
  This function allows you to maintain the leadership positions available in the organization.

• Manage advancement awards to groups of users
  An important concept for the unit administrator to understand is that there are often two ways to accomplish the same task depending on the situation.  An example of this is the Advancement Awards function.  You can assign one or more awards to an individual member or you can assign an award to a group of members at the same time.

• Manage User groups and E-lists
  This function allows you to create and edit user groups/E-lists.  Please refer to User Groups & E-lists topic.

• Create and Administer Program Organizer Permissions
  The Administer Program Organization Permissions function is used to maintain group organizations that have been set up to enable group registrations for programs.  The function allows you to edit the group information, maintain notes about the group, and assign responsibility for registering members and maintenance of the group.

• Create various member-related reports
  There are three reports currently available from the Member Information functions:  Recent visitors, members without logon accounts, and members without photographs on the roster.

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