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[NOVA] How do I view and edit a member's profile on the district's website? - Knowledgebase / Nova for Districts / District - Executives Articles - ClubRunner Support & Knowledgebase

[NOVA] How do I view and edit a member's profile on the district's website?

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The member profile contains all of the information about each member in the district, such as the member's name, address, Rotary ID, and more. This support article will show you how to view and edit a member's profile information from your district login.

  1. To begin, log in to your account through your district homepage, then click on Member Area on the top right-hand corner. Alternatively, click here to go directly to the ClubRunner login page.

  2. Once inside the members area, click My Club and then Members in the left-hand navigation menu.

    Click My Club then Members

  3. This brings you to the Members page where you will see a list of all your active members. You may use the filter options above the list of members to narrow the displayed results, or click the tabs above the list of members to filter for Active or Honorary members, or to view past member data or Other Users in your club.

    Use the filter options or tabs to narrow the results of members

  4. Click on a member's name or the View button on the right-hand side of their information to open their profile.

    Click View or a member's name to open their profile

  5. At the top of the page you will see a brief summary including the member's profile picture, email, designations, club history, login activity and more.

    Top of member profile

  6. Below you will see information about the member related to the profile tab you are viewing. Click Edit on any box to update the information as necessary.

    Click the Edit buttons to make changes

  7. You can click the tab options for additional profile information for this member, detailed below.

    Additional profile tabs

 

Personal

This page displays personal information about the member and will be the first tab you see when you load the member profile. This area will contain details such as the member's Contact Information, Social Media links, Home and Work address, and Custom Fields of data that were created by your club. The Personal tab is useful for members to see if their profile is up to date.

 

Profile Tab

 

Communication

This page displays information regarding the member's email preferences and communication history. Members or club staff can edit the Email Preferences and Custom Email Signature, or view a breakdown of the member's Email History.

 

Communication tab example

 

Rotary

This page displays information about the member's Rotary International details, such as their Rotary Membership Details, Member Designations, and Club Attendance.

 

Rotary tab example

 

Biography

This page displays the biography of the member. Members or club staff can edit the biography of the member for how it will appear in the context of the District or Club.

 

Biography tab example

 

Commitments

This page displays information regarding various member commitments and responsibilities, and serves as a summary of the member's interactions with district and club activities. This tab may contain the member's Events, Volunteer Tasks, Current Committees, Meeting Responsibilities, and New Member Tasks.

 

Commitments tab example

 

Privacy and Settings

This page displays the member's account information and privacy settings in various contexts. Members can use this page to update their Username, as well as what personal information is displayed in their District or Club Profile. As an admin, you can Send Password Reset Emails for members, view System Details such as their last login information, or specify which fields you would like to update at Rotary International's database.

 

Privacy tab example

 

Business Directory

This page allows members to opt in to a business directory where they can showcase and promote their personal businesses. They can add their business name, address, logo, and social media links, letting fellow members discover and support their personal endeavours. Each member can decide which fields are visible, and they may opt out of the directory entirely at any time.

 

Opt in and manage business directory settings from the profile

 

For more information, please read the support article: How do I opt in to the business directory?

 

Note

District Administrators will have access to the following additional profile tabs.

 

Financials

This page displays information regarding the member's financial interactions with the district. Here you will find the member's Saved Credit Cards, Financial History of invoices and payments, and their Order History which may include membership dues, products, or donations. You may click on an Order Number to view more details regarding the order.

 

Financial tab example

 

Documents

This page allows district staff to upload and manage files relating to specific members, easily accessible from their profile. You may use this section to store relevant documents such as forms submitted by the member.

 

Documents tab example

 

Notes

This page is for tracking additional information regarding the member that is not covered on the other information tabs, or for capturing updates to the activity of the member of their account. District staff may click Add to create a new note and include an associated date and search tag to track notes more easily. Examples of notes you may wish to keep track of include updates to the member's roles, involvement in club activities, or other special administrative notes about specific members.

 

Notes tab example

 

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