Manage Members

Overview

Members are the heart of any organization, and Smarter Trails makes it easy to keep track of all the information on them that you need to make your club run smoothly.

The Members section can be found within the Admin page while you are logged in. To open the Member interface, click the Manage Members link in the Site Admin section at the left of the page.

Looking up a Member

To look up a member’s details, you can simply scroll through the list of members on the Members page and click on the member in question. To make it easier to find members, Smarter Trails has included a number of search filters that can be applied to the member list.

To Apply a filter to the members list:

Enter a name, member type and/or status
Press the Search button

Only the members who meet the search criteria you’ve entered will be returned.

Adding a Member

In the Member section of your club, you can click the “Add Member” button at the bottom of the “Search Fields” section.

In the “Add Member” window that is opened, enter the new member’s first name and last name in the appropriate fields. Also enter the email address if known. Click “Continue” which will either take you to the member validation page or give you more of the “Add Member” form to complete.

If the person you are adding already exists in your club, or shares a name with another member, you will be asked if you want to create a new member. If you wish to add the new member click the “Create New” radio button and click continue. If not, then click the “Back” button.

After you have entered “Create New” from the new member validation page or clicked “Continue” from the “Add Member” page, you will now see the rest of the add member form.

The fields available are:

First Name

The first name of the member

Last Name

The last name of the member

Address

The mailing address of member

City

The city of residence of the member

State

The state of residence of the member

The zip code of residence of the member

The preferred email of the member

Phone

The preferred phone number of the member

Password

The site password for the member

Confirm Password

Confirmation of the site password of the member.

Officer Details

Is this member an office?

Check this box if the member is an officer of the club.

Officer Title

If the member is an officer, write in the title of the office held by the member

Member Permissions

Standard Member

Click this box if the person is a standard member of the club

Club Administrator

Click this box if the person is a club administrator. This will give the member rights to add new members, add to the events, and add stories to the club page.

Membership Information

Select the type of membership type for the member

If the membership type is a family membership, the you will need to enter Family Information for each family member associated with the club, otherwise you can continue on to the payment information section
If you have selected the family membership type, you can add more family members by clicking on the “Add Family Member” button to the right of the “Family Information” section
To remove a family member, click the “X” to the right of the family member’s information

Club

If you have permissions to multiple clubs, then select the club(s) to which the new member belongs

Payment Type

Select the payment type for the member

When you have completed the member’s information, click “Continue” to proceed.

Click “Cancel” if you wish to wish to close the form and not add the member

Editing a Member

When changes need to be made to an existing member, you can make it happen with just a few simple clicks. On the Member page, find the member you need to modify and click the member’s name. The “Member Details” form will appear. Click on the “Edit” button to edit the member’s information.

When you’re done, just click Save and the changes will be displayed for your users. If you decide to discard the changes, you can click either the “Back” button or the x in the top right corner and the member information will remain unchanged.

Making a Membership Inactive

To set an existing membership inactive, navigate to the club Membership page and click on the member whose membership you’re voiding.

In the Member Details, you’ll find a button labeled make inactive. A confirmation will ask if you actually wish to continue. Press Yes if you’re sure, No if you’ve changed your mind. Once a member has been made inactive you will no longer see them in the search results unless you have selected the "Show inactive members" filter.