Manage members and club responsibilities
Manage people, memberships and assigned club responsibilities clearly and consistently.
Manage people
- 3Open the affected area and edit the information where it is managed.
- 4Start membership or office changes and endings from the person's record as well.
Manage functions and positions
- 7Use the minus and plus controls at the bottom right to zoom the organization chart out or in. On a computer, you can also use Ctrl/Cmd with the mouse wheel or the trackpad zoom gesture. At the smallest sizes, position names and edit controls remain visible.
- 8Open a position to change its parent position and number of places. Save changes with the button at the very bottom of the window. Staffing, invitations and applications are managed there as well.
- 10Change staffing on the concrete position or in the person record, not on the general function profile.
How to tell that it worked
- The change appears once in the correct area of the person record.
- A position assignment shows the correct person, term and organisational placement.
- Previous states remain available in the history.
If it does not work
- A change is not available in this location.
- Edit the source of the value: personal details in the person record, memberships in the related profile and assignments on the concrete position.
- A person does not yet have app access.
- A person can exist in the CRM without an app account. Link or invite the correct personal account through the intended access process.