Personnaliser le tableau de bord Introduction Each association, area or club has a dashboard which the users see when they open roundtable.world. Now a module...
Balancing an account to zero It might happen that a user account has a negative balance and there is no unpaid invoice. Can be for a legitimate reason like activity deleted with open invoices, testing and i could go on and on. Here we will show you how to use the correction account.
How to create custom forms Introduction Each association, area and even clubs have all kinds of forms in different formats that they use to collect...
Indivitual Registrations, how it works Users who are part of associations that are not using roundtable.world and want to use the platform can signup for an account using the indivitual registration form. It's also useful for associations who like to offer new recruits the option to create their own account so that club admins don't have to do this manually.
Working with segments Article on how to create and manage segments in order to create new filters for your contact page. Allowing faster filtering of your membership. Can be used on every level.
Amending user details Article that goes over how to change the user data as an administrator. Here we explain how to do it and what the field means.
Managing board information It's important to have up-to-date information on who sits on the international, national, area and club boards. This is to be able to properly send important communication to the boards but also for tablers. After all this is our social media platform besides a management unit.
Statutory years Statutory years are very important on the platform. They provide a frame for your functions and allow you to collect and display historical data about your entity. If you don't maintain this it will be so much more difficult to do all the tasks on the platform.
How to change clubs Here we explain how to manage internal club transfers (inside the same association) but also between associations. We also explain how admins can manage the transfers and write the instruction to the regular user on how apply for a transfer