How to Create and Edit a User

To access sections of the website that requires authentication (logging in), a user account will have to be created. There are 4 user types: Administrator, Employee, Public and Member.

Create a New user
Editing a User

Create a New User

In this section we will discuss how to create the website Administrator, Employee and Public user type accounts.
 
If an administrator would like to assist a member with the registration process and set up a Member user type, please see How to Register a Member for details.
 
To create a new user:

1. Log in to the club's ClubHouse Online website with an Administrator user account and access Club Central.
2. From within Club Central, click Planet icon (Open Application List) at the top left.
3. Select User Management > Users from the Applications list.
4. Click New User at the top left. 
5. User name: Enter the username to be used when logging into the website (at least 3 characters). The username is not case sensitive.
6. First Name: Enter user’s First name.
7. Last Name: Enter user’s Last name.
8. Email: Enter user’s email address (this is used for sending password emails and email communications with the website)
9. User Type: Select one of the following
   • Administrator
     • Automatically assigned Administrators role.
     • Access to log into the site with Administrative rights into Club Central to edit content and configure module settings.
   • ​Employee
     • Automatically assigned Employees role.
     • Usually used with the Online Appointment booking module.
       • Providers could login to website to make and cancel appointment bookings from website or app for services that they offer.
       • After the Employee user has been created, the user has to be assigned to a staff set up in JAM/Encore Appointment Booking module using the Associate With Lessons Employee button. See How to Create a Lessons Employee User Accounts for details.
     • Could also be used to give staff limited access to view pages that have been granted the Employees role.
   • Public
     • Automatically assigned Public role.
     • Usually used with the Online Public Tee Times module.
       • Email address will be username when public tee time registration process is completed from website.
       • Administrators could create public account with any user name.
     • Could also be used to give users limited access to view pages that require authentication (logging in) and granted the Public role.
10. Click Save.

• Click Yes to proceed with saving the account. In the future, anytime a password reset is required an administrator will have to assist.
• Click No to enter a new email address before saving the account. 

Editing a User

Once an account has been created. Administrators will have the ability to make changes to the user profile. This includes username, First Name, Middle Name, Last Name, Email Address can be edited. The user profile also provides administrators the ability to issue a password reset request and modify the Roles assigned to the user account.

^Note: If editing a Member user account, First Name, Middle Name, Last Name and the Email Address should be updated in the club's accounting system. Making changes in this edit user section does not alter any of the information found in a member's roster profile nor will these changes update member information found in the accounting system.

To edit a user account:

1. From within Club Central, click Planet icon (Open Application List) at the top left.
2. Select User Management > Users from the Applications list.
3. User: Contains - keep the drop-down as Contains, in the box to the right, enter search criteria to find user.
   • Search can be done by: User name, Full Name, Email Address or Member Number.
4. Click Search.
5. Click pencil icon to the left of the username.   
6. In the user profile screen, by default General will be selected from the left navigation.
   • User name: Edit username if applicable (at least 3 characters).
   • First Name: Edit First name - If User Type is Member – Should be edited from accounting system.
   • Middle Name: Edit Middle name - If User Type is Member – Should be edited from accounting system.
   • Last Name: Edit Last name - If User Type is Member – Should be edited from accounting system.
   • Email:  Edit email address – If User Type is Member, it cannot be modified from this section and should be edited from accounting system.
   • User picture: Do not use – This is not for the member roster, to add image of user to appear in roster, find member in accounting system and add image.
   • User Type: Cannot be changed. If user was setup with the incorrect user type account, delete the user account and start over by creating a new user account.
7. Restrictions section
   • Enabled: Determines if the user account is active or not.
   • Administrative Access: Determines if the user account should have access to Club Central or not.
   • Is hidden: Leave unchecked.
     • If checked user account will be hidden from the Users table.
   • Multi-Factor Authentication Enabled: This will only be visible if the club has enabled two factor authentication on the website. 
     • Checked - User is using two factor authentication and will be prompted for code to be authenticated.
     • Unchecked - User has requested to be opted out of two factor authentication.
     • For more information see Two Factor Authentication. 
8. Click Save for changes to be recognized.

 

^Note: To properly set up an Employee User Type to be used with the Online Appointment Booking module please see How to Create a Lessons Employee User Accounts for details.

To change the access a user has on the website, this can be modified using roles.

1. Select Roles from the left navigation.
2. Click Add Roles button
3. Select checkbox(es) beside roles user should have.
4. Click Save & Close. For assistance in setting up Roles contact the Web Support team.