Configuring Roster General Settings
The General Settings of the Roster Configuration will allow Administrators to dictate the following settings for the Roster Module
The General Settings also provides the ability for Administrators to Export the Roster to a CSV file.
Allow Administrators To Edit Roster
Enabling this feature allows Administrators to edit the Roster Profile of any member appearing in the Roster List. In order to edit a Roster Profile, and Administrator will need to follow these steps:
1. Navigate to the site's Roster
2. Locate the Roster Profile you wish to edit
3. Click on the name of the member to open the Roster Profile
4. Click on the 'pencil' icon next to the Member Photo
Enable Business Name Update (Jonas Only)
For Jonas Club Management back office systems, Administrators can allow members to edit the name of the business within their Roster Profile.
Hide Roster from Manage Buddies and Groups
When checked, this will hide the Club Roster tab from the Manage Buddies and Groups screen.
Roster Tab Label
When navigating to the Roster module, the name of of the module is dipslayed as 'Club Roster' by defualt. If you wish to have a different label displayed for the Roster module, it can be entered here.
Additional Info Tab
Within the Roster Profile, the area that contains all of the Custom Field information is labeled 'Additional Information' by default. If you wish to have a different label displayed for this area, it can be entered here.
Roster Photo
The Roster Photo setting determines which Member Photo options are available when they are editing and displaying their Roster Profile. The options that can be provided to them are:
- None: Photos will not be displayed anywhere in the roster.
- Club Only: Photos stored in the Club Management System will be displayed online. Members cannot upload their own photo.
- Allow Members to Upload Photos: Photos that are stored in the Club Management System will be displayed online, and members will have the ability to upload a new photo via the online roster. If this option is chosen, it is highly recommend to turn on roster approvals because when a new roster photo is added online, it will replace the existing Club Mangement System photo. This way the club can approve or decline the new photo before it is updated both in the online roster and in the Club Management System. If the club chooses to auto approve roster changes, roster photos will automatically be updated both in the online roster and in the Club Management System without administrator approval.
Export Roster to CSV
If you wish to download the entire member roster to distribute to your members, this link will allow you to save the information to CSV file. In order to download the Roster Information, you will need to follow these steps:
- Click on the 'Export Roster to CSV' 'link
- This will bring you to the 'Export Roster Info' screen
- Select the fields you wish to include in the CSV file.
- Click on the 'Export' to save the file to your browser's downloads folder