User Manual - Club Group Admin

User Manual - Club Group Admin

This user manual will give you an overview of all functionalities that can be performed by a Club Group Admin and where these can be performed.

Membership

In the membership section of BowlsLink you will be able to find all information related to members of clubs that are part of your group.

The membership section is further divided into members, member groups, certifications and transfers.

Members

When you are in the members section you will be provided with a list of all the members currently in clubs that are part of your group.

For each member listed here you will be able to retrieve further information by clicking "actions" on the right-hand site.

In the members list you will be able to see all members that are currently active. You will also be given some of their member details without clicking into their profile and you will be able to perform the following actions:

  1. You will be able to click into the club members' profile to retrieve additional information about this member. You can do that for each club the member is associated with.

  2. You will be able to sort the list of members differently by clicking on the different column headers.

  3. You will be able to search for a particular member by name.

  4. You will be able to apply specific filters to only find members matching your search criteria. You will be able to filter the following parameters:

    1. Group/Member Groups

  5. You will be able to change the amount of rows displayed in your member table.

  6. You will be able to select different pages of the table if members can't be captured on the first page.

Member - Club Profile Detailed View

In the detailed view of a member for a specific club you will be able to retrieve additional information about the member as well as being able to perform additional administrative actions.

The detailed member profile is divided into two sections (tabs) - activity and details

Activity

  1. The first tab is the Activity tab where you will be able to see any activity against a members' profile (e.g when a member profile was updated this should be shown here. It should also show who made that update).

Details

  1. The second tab is the Details tab where you will find most member information. You will also be able to perform the following actions:

    1. Manage details - edit any of the key details for this member

    2. Assign/Edit Category - add or remove a category for this member

    3. Edit Membership - edit any of the members' membership information

    4. Add to Group - you can add a member to a specific group and you will also be able to remove a member from a club member group

    5. Add Certification - you will be able to add a certification to the member

    6. Add to Group - you will be able to add the member to an Email Campaign Channel and also remove that member for the assigned channel.

Member Groups

When you are in the member groups section you will be provided with a list of all the member groups you have already created for your club group.

You will also be given the functionality to add new club group member groups.

For each club group member group listed here you will be able to perform additional actions.

Member Groups

In the member groups tab of your list you will be able to see all member groups that have already been created. You will also be given an overview of some of the groups' details. Furthermore, you will be able to perform the following actions:

  1. Add Member Group - You will be able to add new member groups.

  2. Edit Group/Delete Group - You will be able to edit or delete existing member groups (Attention: Groups can only be deleted when no members are associated to this category).

Certifications

When you are in the certifications section you will be provided with a list of all the members currently holding a certification in your club group.

The list is divided into two sections (tabs) - members and manage.

Members

For each member listed here you will be able to retrieve their certification status, the validity of their certification and the certification type. You will be able to perform the following actions:

  1. You will be able to search for a particular certification by name.

  2. You will be able to apply specific filters to only find certifications matching your search criteria.

    1. Expires Before

    2. Certification Title

    3. Assignee Name

    4. Approver Name

    5. Status

  3. You will be able to change the amount of rows displayed in your certifications table.

Manage

In the manage section of certifications you will be able to approve, reject, revoke and delete certifications you have permission to manage. If there are any certifications that require review by you they will be listed here.

Transfers

In the transfers section you will be provided with a list of members that are transferring to a new club.

The list of members is divided into 3 sections (tabs) - pending, approved and reject.

If any members listed here require your input these will be shown accordingly.