Managing members

In the Members area, you keep track of who belongs to your club: from personal data through the assignment to parts to the club offices. Everything in one place – and always only for the club currently selected.

Directory entry and login account – two different things

This is the most important distinction in this area – and the most common mix-up:

• A directory entry is a person's profile in your member list: name, date of birth, address, part, positions. It lives solely in your club and can also exist for people who don't use the app at all (e.g. longtime former members).
• A login account is a person's personal access to the app (email + password). With it they sign in, and one account can be a member in several clubs.

The two can be linked: as soon as a directory entry is connected to a login account, the person can use the app for your club. Without a link, the entry is just a record in the directory. How this works is explained under Linking accounts.

Position and role – also not the same

Also easy to mix up:

• A position is an office in the club – chairperson, treasurer, conductor, secretary, drum major, advisory board member. It says which task someone has in club life, and is kept with a from/to year. A position grants no permissions in the app.
• A role controls what someone may do in the app – for example, see the member list or keep the cash book.

Rule of thumb: position = office, role = permissions. You keep the positions here under Positions, the roles under Roles & permissions.

The areas at a glance