Searching for a User

In order to edit, delete, or send a password reset request for a user account, you will need to locate their account from the main Users section first.

1. Enter the search criteria in the User search field provided
   • Search criteria is based on entering in the User name, Full Name, Email Address or Member Number
   • Results can also be filtered based on User Type: Employee, Member, Administrator, Public
2. Click Search

Creating User Accounts

User accounts include website Administrators, Employees, or other non-members who wish to access a particular section of the website that requires authentication (logging in). To create a new user account:

1. Click New User at the top left of the Users page
2. Enter the username to be used when logging into the website
3. Enter the First and Last names
4. Enter the email address (this is used for sending password emails and email communications with the website)
5. Select a User Type - the User Types that can be created for your site are as follows:
   • Public: This User Type has no pre-determined role associated with it. Public users are used for all other accounts that are not Employee, Administrator or Member and require a role and/or individual page level permissions in order to access authenticated content. If you are using Public Tee Times, any person that goes through the process of creating an account will be created as a ‘Public’ user type.
   • Administrator: This User Type has the pre-determined role of ‘Administrator’. It has access to log into the site and full Administrative rights into Club Central including editing content and configuring module settings.
   • Employee: This User Type has the pre-determined role of ‘Employee’. It has access to log into the website but can only view pages granted to the ‘Employees’ role.
6. Click Save

7. The new user will receive an email in their inbox/junkbox with their username and a set password link. They need to click on this link to set their password for the website

Editing a User

Each user account on the website has its own user profile which includes the following details that can be edited: Username, First Name, Middle Name, Last Name and the Email Address. The user profile also provides administrators the ability to issue a password reset request and modify the Roles assigned to the user account.

In order to edit a user account:

1. Enter the search criteria in the User search field
   • Search criteria is based on entering in the User name, Full Name, Email Address or Member Number 
2. Click Search
3. Click on the pencil icon to the left of their username - this will take you to the user profile

4. From the user profile you can edit the following details: 
   • Administrator/Employee User Account: Username, First Name, Middle Name, Last Name and the Email Address
   • Member User Account: Username
5.  The User Restrictions can be edited from the user profile as well:
   • 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: determines if the user account should be hidden from the users screen
6. If required, the user's associated roles can be modified by clicking Roles in the left hand menu
7. Click Save for changes to be recognized

Deleting a User

Deleting a user account does not remove a member from the Roster. It will only prevent them from logging into the website and accessing authenticated content or member-only modules. To delete a user account:

1. Enter the search criteria in the User search field provided
   • Search criteria is based on entering in the User name, Full Name, Email Address or Member Number
2. Click Search
3. Click on the Trash Bin icon next to their Username - a pop up will appear confirming the username that you would like to delete
4. Click OK to to complete the user deletion (or click Cancel if you selected the wrong user to delete)

Registering a Member

In order for a member to log into the website they will need to register their member account to have it associated with a user account online. Members can register their own accounts by following the Member Registration Process or an administrator can register their account on their behalf. Administrators can register a member by following these steps:

1. Click Register Member at the top left of the Users page
2. The member registration page will show members that are not currently registered for the website. Utilizing the search functionality at the top left of the page, administrators can locate a member using the following search criteria:
   • First Name
   • Last Name Starts
   • Member Number
   • Member Status
3. Click Search
4. Click on the Create account link under User Account which will direct you to the user creation screen
5. From the user creation screen review and set the following items:
   • Username: by default this will be pre-populated with the member's first initial and last name. This can be modified or left as is
   • First & Last name: this can only be updated in the club's A/R system
   • E-mail:
     • Choose the email address that the member would like to use for communication from the website (password resets and email confirmations)
     • If there is no email address listed, enter in an email address to have it associated with the user account. This new email address will be updated as the 'Home email address' on the website and in your club's A/R system.
     • If the email address is incorrect:
       1. Log in to the club's A/R system to make the changes and save
       2. Navigate back to the register member screen and search for the member again
       3. Ensure the correct email is now chosen (note that it may take a few minutes for the change to process on the website)
   • Send "Set Password" e-mail to the member:
     • Check to send the member an email with a link to set their password (preferred method)
     • Uncheck so an email will not be sent to the member, and an administrator can set their password instead
6. Click Save 
   • If you checked send email, the member will receive an auto-generated email providing their username and a link to set their password
   • If you unchecked send email, follow the Reset Password instructions above

Send New Password

If a member is not receiving the password reset email, administrators have the ability to confirm that the email address on file is correct and send the member a password reset email that contains a link for the member to change their password. To send a new password:

1. Enter the search criteria in the User search field provided
   • Search criteria is based on entering in the User name, Full Name, Email Address or Member Number
2. Click Search
3. Click on the pencil icon to the left of their username - this will take you to the user profile
4. Confirm that the username and/or email address is correct (based on what information they are being requested to enter for a password reset)
   • If the email address is incorrect:
     1. Log in to the club's A/R system to make the changes and save
     2. Navigate back to Users and search for the member again
     3. Ensure the correct email is now chosen (note that it may take a few minutes for the change to process on the website)
5. Click Save if any changes were made
6. Click Send new password. This will send the member an auto-generated email providing their username and a link to set their password.

Reset Password

Administrators have the ability to reset a User Account password for the purposes of registering a member on their behalf or resetting a user's password because they were unable to do so on their own. In order to reset a user's password:

1. Enter the search criteria in the User search field provided
   • Search criteria is based on entering in the User name, Full Name, Email Address or Member Number
2. Click Search
3. Click on the pencil icon to the left of their username - this will take you to the user profile
4. Click Reset Password

5. There are two ways to reset this user's password, both of which start with copying the Reset Password URL that appears at the bottom of the Reset Password Link instructions:
   1.  Log out of the website and paste the link into the browser
   2. Open a private or incognito browser and paste the link into the browser

6. Enter a new password and confirm that password for the user account
7. Click Save & Submit