The Roster is an online directory of members. It's main purpose is to allow users to view membership information integrated with the back office system and edit their personal information and display settings. Most member information changes in the roster are synced to the back office system.
Members can edit their personal information from within the online roster. The majority of changes made here will update the back office system automatically. Once within the online roster, select Edit my personal Information on the top right hand corner of the member roster to begin editing.
Within the Personal Info tab, members can configure what will be shown (if anything) within their Primary Contact information (Quick View), as well as establish whether various items within General info will be shown or hidden. Additionally, members can establish preferences with respect to their Relatives.
Members have the ability to hide or display their information within the General Info box. This information includes a prefix to their name, middle name, suffix, gender, birth year and photo (if applicable). Note the address information can be edited within the Contact and Address tab.
The Club Contact Email is used the email address to which all email notifications sent from the website to a particular member.
Members also have the option to display their relatives within their own record. Furthermore, a member can view their dependents’ roster information by selecting the view icon, edit roster info by selecting the edit icon, and allow the dependents to view their statements by selecting the check box beside each dependent in the member’s profile. This option, like other fields, is configurable by the club. The relation between a member and dependents is based on the Bill To or Primary member within the billing setup in the back office system. Dependents do not have statements, therefore can only view the primary member's statement based on these options within the Roster.
From here the member has the ability to SAVE AND SUBMIT changes made to their profile, Preview their profile prior to submitting, or RETURN TO ROSTER without submitting any changes.
The Contact & Address tab allows members to edit their address and contact information for each location stored within the back office Club Management System. Clicking on the location to the left will allow the member to add, edit, or hide fields within that specific location. Edits to this section will go through the automated or manual approval process, whereby a Roster Administrator may need to manually approve these changes before automatically updating in the back office system. For more information on the approval process please see the article Modules > Roster.
This section displays custom fields uploaded from the Club Management System. Custom fields are usually chosen when a club is initially setup on ClubHouse Online e3, but can be modified at any time by a Clubhouse online support representative. Additionally, clubs can create online only customer fields that members can populate from within the Additional Info tab. These fields do not require approval by the club’s administrator when members add values or edit existing values within the fields.
The Privacy Settings tab allows members to hide themselves from various areas of the website including Roster, Tee Times, Event Attendance lists, and Court Bookings. Checking the box adjacent to the area will hide a member from the Roster and disallow other members to book on their behalf within Tee Times, Event Calendar and Court Booking.
Remember to click Save and Submit once changes have been made to the profile. As an administrator of the online roster, the roster allows the club to sync information from the Club Management system with your Clubhouse online website. You can synchronize your membership roster, custom fields, and statement information within Club Central.