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How to Add Individual Users to the System

Owned by Joanne Shovelton
Last updated: Jan 28, 2020
3 min read

As an administrator, you may wish to add individual users to your system. Sometimes this will be members who are unable to register for themselves or it may be to add additional administrators.

 

Quick Add - Basic User

For adding administrators and non-members with minimal information.

  1. Sign in to your myClubhouse site as a user who has administrator priviledges.

  2. Go to the Member Directory (by default this is under Information > Member Directory but you may have organised your menus differently). The URL will be <<your.myClubhouse.domain>>/MemberDirectory.

  3. Click the green “Add User” button to the top right of the directory

     

  4. Fill in the minimal amount of information in the pop-up

    Check the box “Send Login Details” if you would like the user to immediately receive an email with their username and password reset token. If you intend to give them administrative priviledges, or set up other details for them, you may wish to un-check this box to delay this step.

  5. Click OK.

  6. The new user is now in the system, you will be able to find them in the Member Directory and send their login details from there.

Quick Add - Official/Committee/Administrator

For adding administrators and non-members with minimal information.

  1. Sign in to your myClubhouse site as a user who has administrator priviledges.

  2. Go to the Club Role Manager (by default this is under Admin > Settings > Club Roles but you may have organised your menus differently). The URL will be <<your.myClubhouse.domain>>/Admin/Roles.

  3. Click the green “Add User” button to the top right of the list.

     

  4. Fill in the minimal amount of information in the pop-up

    Check the box “Send Login Details” if you would like the user to immediately receive an email with their username and password reset token. If you intend to give them administrative priviledges, or set up other details for them, you may wish to un-check this box to delay this step.

  5. Click OK.

  6. The new user is now in the system, you will be able to find them in the Member Directory and send their login details from there.

  7. To create a special role for the user, click the green “Add Role” button at the top of the table:

    1.  

    2. Complete the form with the role you wish to add:

       

    3. Select the broad security level for this role (Administrator, Staff/Official, Member, Registered, Public). More specific permissions can be set in Entitlements Manager (Admin > Settings > Entitlements Manager).

    4. Members: Type the name of the user or users who will be assigned to this role.

    5. Click OK.

  8. Repeat the steps above for any other roles you wish to assign to the new user.

Registration of Another User

This is for when you wish to add a new user and follow the full registration process including details of any membership subscription requests and custom fields.

  1. Sign in to your myClubhouse site as a user who has administrator priviledges.

  2. Go to the main registration page (by default this is under Subscriptions > Register Another Member but you may have organised your menus differently). The URL will be <<your.myClubhouse.domain>>/Register.

  3. Follow the registration steps, note that as an administrator you will have more options than an ordinary member or public user and you will be able to omit some information that would normally be compulsory.

  4. At the end of the process, emails will go out the the newly registered member confirming their registration details, username and password reset token.

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