Members-Systems Help

Help Topic: Viewing Member's Details

The members details screen displays details of member's membership and contact details. The main contact screen display all the contact data for a member, together with a summary of their membership data. A member's contact screen can be seen by pressing the View button on the Finding Members screen. It can also be displayed from an Event Participant screen and many other places in the system where a list of members is displayed.

Other tabs along the top of the screen allow you to view and (depending on privileges) change the data for a member.

Groups

This tab allows you to see the groups to which a member belongs and which they have belonged to in the past. It also allows you allocate a member to a new group or to remove them from one of their existing groups.

Note that some group functionality, especially for such features as group events, depends on the group to which a member belongs or on a group to which the group displayed belongs.

Labels

This tab allows you to see and perhaps amend labels which are attached to a member. Available labels are maintained by your organisation's administrators.

Login Details

This tab allows you to see a member's user name, if they can log in to the system, along with their privileges. This is also where you change or reset your own password,. Administrators can also change another user's privileges, block a user from the system and reset other users passwords from here.

Email Details

This tab allows you to maintain a members email details. This is not the email addresses for a user, which are maintained on the Contact tab, but the SMTP server details for a user. This is the specific SMTP server for a user which is specific to their sending email address. Users should obtain the relevant details from their Email provider or ISP. Administrators can specify at this point that a user must use the organisation's SMTP server - this would most likely be for an organisation's email address. Note that administrator can also specify this setting for all their users in the Organisation Settings for Email screen. See Creating SMTP Server Settings for details of the values that you can set here.

Membership Details

This tab allows you to see the full membership details for a member, including expired memberships. Authorised users can also renew, add and remove memberships from this tab.

Award Details

Some organisations make awards to their members, such as Scout Badges, or track qualifications such as First Aid Certificates and other authorisations. This tab display all of the awards made for a member, together with an expiry date if there is one for this type of award. Authorised users can also make new awards for a member, or change the date of their existing awards, from this screen.

Event Details

From this tab, you can see all events which a member has been involved with. By clicking on the event title, you can see details of the all the event participants who you are authorised to view. You can also, change a member's role or status for an event or remove them from an event. (Note that for group events, a member can only join or leave an event by joining or leaving the relevant group. Note that a member stays as a participant in past group events even when they have left the group unless they are specifically removed here).

Notes

You may also make notes for any member in this tab. This allows you to keep track of medical details for children, or perhaps notes of awards which they are working towards.