Topics

• Company Synchronization
• Provisioning Settings
• Login Configuration

Company Synchronization

The Club Synchronization section of Club Management provides Administrators the ability to manually synchronize member statuses/rules, as well as, the member modules that integrate with the Club Management System. These Syncs that are available are the Configuration Sync, Roster Sync, Roster Sync for an Individual Member, Statement Sync for an Individual Member, Tee Times Sync, Tee Sheet Delete and Event Sync.

Configuration Sync

In the event that you add, edit, or delete any custom fields or member statuses, you would need to complete a Configuration Sync to ensure these are added to the web. A Configuration Sync is also required when one of the following are added or changed within the back office system:

• Member Statuses
• Custom Fields
• Holidays
• Fee Billings (c.s.g. clients only)
• Tee Time Management changes (Courses, Public Pricing, Rounds of Golf Rules, Classifications)

Roster Sync

A Roster Sync is required when information on your website is out of sync with the back office system. Changes to these fields will update in real time, however if there is an unforeseen problem a Roster sync will fix any of the following fields:

Roster Sync for an Individual Member

In order to synchronize a single member in your Club Management System with the online roster in ClubHouse Online e3, enter the member’s number in the field provided and click “Start.” It should only be run if there is a problem with a specific member as the online roster is updated immediately after updates are made in your Club Management System.

Statement Sync for an Individual Member

In order to synchronize a single member’s statements between your Club Management System and online statements within ClubHouse Online e3, enter the member’s number in the field provided and click “Start.” The member number must be specified in order to update that member. All statements that are after the date specified will be synchronized to a maximum of a single year.

Tee Time Sync

The Tee Time sync is required when online Tee Sheet information is out of sync with the Jonas Tee Time Management system. Tee sheet changes in Tee Time Management will upload to ClubHouse Online in real time, however if there are any unforeseen problems a Tee Time sync will fix any mismatches between Jonas Tee Time Management and Online Tee Time Reservations. This includes:

• Tee Sheet information – Date available to view and unavailable to view, maximum number of players
• Group bookings on the sheet
• Lottery requests
• Bank information
• Tee Times – type, availability, hole number

Provisioning Settings

This section allows you to turn on member self-registration and determine which questions are asked of members as part of self-registration. Once the member has been validated they can immediately create a user account in ClubHouse Online.

Main Settings

• Allow Self Registration - By enabling this option your members will be able to register for the site, provided they correctly answer the questions you have specified below.
• Allow Public Users to Register - Whether pubic users will be able to register on the site. Public users can use specific modules, such as public tee times.
• Use CAPTCHA when registering public users - When public users register, they have to also enter in a unique code to ensure they are who they say they are.

Mandatory Questions

By Default, these questions will be asked of all members attempting to register. This includes:

• Member Number
• First Name
• Last Name

Members must provide this information exactly as it is entered the Club Management System in order to validate their membership at the club.

Optional Questions

These questions can be added to the registration process to increase the security of your registration process - once added these become mandatory of all registrants. This includes Email, Gender, Date of Birth, Profession, Zip Code/Postal Code, Home Telephone Number, Mobile Telephone Number, and any additional custom fields that have been set up within the e3 Profile within your Club Management System.

Addresses

• Sender's Email Address - This will appear as the 'From' address in an email sent from ClubHouse Online E3 members, immediately after they have successfully registered. The email will include details of the Member Registration.
• Send Email To Club on Registration - This will allow a notification email to be sent to someone(s) at the club regarding any member that registers for the website. This email will be sent for every member who registers for the website.

Login Configuration

The Login Configuration section of Company Management allows Administrators to determine which members cannot log in to your ClubHouse Online E3 website based on their member status. Administrators will also have the ability to set password guidelines and requirements for their members. These include:

Password Configuration

• Minimum Length - This is the minimum number of characters a member will have to enter in order to create a password for their user account.
• Complexity - The drop-down menu allows Administrators to dictate the minimum requirements with respect to the composition of users’ passwords. The following settings are available:
  • None - No requirements
  • Letters - Must have at least one letter
  • Numbers - Must have at least one number
  • Alphanumeric - Must have at least one letter and one number
  • Complex - Must have at least one letter, one number
• Strength - This a measurement of how difficult your members' passwords will be to decipher based on the Minimum Length and Complexity settings. Depending on your settings the following results can be displayed:
  • Excellent
  • Great
  • Average
  • Weak
  • Very Weak

• Sender email - When reset password emails are sent to Users, this email address is used in the 'From' field.

Mobile Configuration

• Home page - This will allow Administrators to enter in the URL their users will be directed to when they navigate to the club's E3 website from a mobile device(i.e. Smartphone, Tablet, Wearable)
• Disable Redirection - This will prevent users from being redirected to your mobile site when navigated from a mobile device.

Login Filtering

The Login Filters allow Administrators to prevent certain members from accessing authenticated content or member-only modules based on either their member status or dues class. If a status or dues class is checked off in the Login Filters, any member account that matches the checked of criteria will be prevented from registering and logging in to the website.