The Users module is your council's main roster in our system. Think of it as the equivalent of the supreme roster except here we're mostly tracking member contact information and SEP history. Whenever you have new members join your council you need to add them here, so you will need their membership number and email address (both required) in order to add them. Incidentally, all members of your council have access to their profile page and can maintain their own data current themselves. Theoretically, in the future you will only need to add new council members as they join your council.
In the main Users page you will see a listing of your council members, you can click on the column headings to sort by them.
The System Access column is "clickable" in every row, meaning when clicked on, it will toggle to one of two options, Enabled or Disabled. This controls whether a user's database record is enabled or disabled in the entire system. For instance, you might want to set a deceased or transferred member to "Disabled" rather than deleting them completely from the database, in order to maintain their history across the other modules in the website.
The Active Knight column is "clickable" in every row, meaning when clicked on, it will toggle to one of two options, Yes or No. This is a convenient and quick method to differentiate between those members who are actively participating in your council and parish activities (fish fries, meetings, etc.) and those who are only maintaining insurance benefits and paying annual membership dues. If a council member is attending council meetings, fish fries, breakfasts or other activities even infrequently, their Active Knight column should be toggled to "Yes".
The Role column shows the permission level the user has been given. The roles can only be assigned or changed by System Administrators (not Site Admins), so send us an email with your request and we will gladly make the change for you.
To manage Users you must have Site Admin permissions.