Opening a person's access
Menu cog › General settings › Roles & permissions, and the member's record › Club data2 min read
Having a role is not enough to log in: the person must create their access, from an email from the club. The club never has to choose or know anyone's password.
- A member: when adding their record, leave Must validate profile ticked; later, select them in the grid, then click For selection › Send validation (chapter 3: Actions on the selection, part "Sending the validation"). They check their data and choose their login details (chapter 13: Creating your access).
- A parent: on the child's record, the parent who Can edit profile receives an invitation: Send the invitation, or Resend invitation if the first one has expired (chapter 3: Viewing and editing a record, part "Editing a record"). A single access is enough for all their children (chapter 13: The parent and their children).
- A child who has become independent: if they have their own email address, different from their parents', the Invite … to create their account button, in the Connection data block of their record, sends them their invitation.
The validation and invitation links are valid for 7 days. A person who has forgotten their password changes it themselves with Forgot password?, on the login page.
Removing an access
- A parent: untick Can edit profile on their card, in the child's record: GestiClub asks whether their account should also be deactivated (chapter 3: Viewing and editing a record, part "Editing a record"). When the child turns 18, they leave their parents' access by themselves.
- A member who leaves the club: record their resignation: they lose their role and their access (chapter 3: Resignation and reactivation of a member).
- A member who stays at the club: give them a role with limited rights, such as Member.