You can access the module in Management > Settings > Organization and platform settings > Platform configuration.
Click Edit and you can then change some of the parameters yourself. However, the ones that appear greyed out can only be changed by us on request. Let us know at [email protected].
These are extension features that are paid for on top of the standard monthly or annual fee. We can activate them for you on request.
General description – the description shown in the About us dialog.
Show billing address publicly – the option to display your billing details such as address, Company ID, etc. publicly in the About us dialog.
Recommend EOS – sets who is shown the link to the Recommend EOS partner programme: platform admins only, platform admins and staff, everyone, or the link can be turned off completely.
Validity of the password reset link – for security reasons, the password reset link a member requests expires after the set period.
Maximum size of an uploaded file – a technical value that is mainly for our use.
Allowed languages – the languages your platform can run in. Each member can choose which of them they will use the platform in.
Hide the name from the desktop homepage – some logos explicitly contain the name of the club/organization. Some logos are even a graphic rendering of the name itself. In such cases it is a good idea to turn off the text name of the club/organization on the login page and display only the logo.
Intro text on the login screen – the text displayed next to the organization name on the login screen of your platform.
Display of teams in the Member zone – affects how teams are displayed to a member in the sidebar of the Member zone. You can choose from the options: all teams – the complete list of all teams the member has insight into is displayed, or only relevant – the teams the member is part of are shown at the top and the remaining teams become visible after clicking the link All walls.
Finished events on team walls – the way events that have already finished on the current day are displayed on team walls. You can choose whether finished events stay on the wall for the rest of the day after they end, or are hidden from the wall as soon as they finish.
Creating a team/wall and their overview
Use teams to divide your members into individual groups – the way they actually work together. A team communication wall is also created in the Member zone together with every team.
Team/wall settings and editing
After creating a team you finish setting it up or edit it at any time. The settings include the behaviour of the team wall for the Member zone, the configuration of wall posts and options for displaying the team on the website.
The default setting for the whole platform that affects how regular members can create and edit posts on team walls. If the option optional is set here, the parameter can be adjusted individually in the settings of each team in the platform.
For example, you can use this setting to completely prevent regular members from adding polls to the wall themselves. Or you can set the default to disabled and allow it to regular members in the settings of selected teams only.
You can set the following individual items determining what members can or cannot do on the walls themselves:
Poll
Images
Files
Documents
Notification after creation
Comments
Pinning a post
Communication wall, notice board, documents
Every team has its own communication wall with a notice board. Only someone who is part of that team has access to these places.
We can set up for you:
Notifications for overdue payments – the number of days after the payment due date and the subsequent interval at which members are automatically sent notifications about overdue payments on a regular basis.
Payment reference format – we can change the index digit in the middle of the payment reference (the default is 0), for example if you need to use it to distinguish all your payment references. No other changes to the payment reference are possible.
QR payments – when active, a payment QR code for quick payment via mobile banking is displayed in the individual payments of members.
Card payments – enables the option to set up the GoPay payment gateway and allows card payments.
URL of the general terms and conditions for card payment – a related internal setting for the payment gateway
Payments
The EOS platform lets you create payment requests for your members, record all incoming payments, generate payment confirmations, and create overviews and exports. All of this with a connection to internet banking for automatic pairing of payments from the account.
Bulk attendance / excuse note – Allows members to indicate their attendance or absence at attendance events in bulk for a selected period or a group of recurring events. If you want members to excuse themselves only for individual attendance events, turn the bulk option off for them.
Average attendance – Decide whether the member overview will show their average attendance statistics.
We can also set up for you:
Retrospective attendance editing – the number of days after an attendance event ends during which attendance can still be edited. We recommend the default 30 days so that nobody edits attendance and distorts it retroactively. However, any number of days can be set.
Recurring events – turn on/off the option for members to set their attendance or absence for future repetitions of an event in bulk – for a specific recurring attendance event within a selected time range.
Outgoing address – the address from which all mailing messages and e-mail notifications are sent from the platform. More precisely, it is an alias and a so-called reply-to address, which will therefore be offered as the address for replies. All e-mails and notifications are actually sent via the Mailgun service.
E-mail alias – a related setting of the outgoing address alias
Click-throughs in outgoing e-mails – e-mail notifications to members normally show a button linking to more information in the platform (for example a button to download the receipt for a payment whose successful settlement the e-mail notification announced). If this option is turned off, the link and the button leading to the platform will only be contained in e-mails intended for members with active access. So if you have members in your database who are not active and who receive e-mail notifications concerning payments, those notifications will not contain these links.
Send copies of all e-mailing messages to – you can select an e-mail address that will receive copies of all e-mailing messages
Include new posts on walls as well – the option to include or exclude copies of the above notifications concerning new posts on walls.
How notifications work in general
The EOS Platform sends all members a range of useful notifications – about payments, events, posts on walls and so on. These arrive in the mobile app, or by e-mail.
In this section, the settings can only be managed by us:
Web administration address
Allow Web Socket API broadcasting
Allow Web Push notifications
Disable indexing
Allow experimental features
Support chat – the option to enable the support chat for administrators only or for regular members as well.
Settings for the module used to create and manage signups for the public and for members.
Intro text for the signup catalogue – the text with which you introduce your catalogue of all active signups – it is displayed next to the catalogue name.
Show the link to the catalogue on the login screen
E-mail verification limit – external applicants must verify their e-mail using a link sent to it. This is the number of days by which you can limit the verification period.
To manage the basic settings and configuration of the organization, the permission for the Platform configuration module is required.
