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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