Info cards

Module location

You can access the module in Management > Settings > Members > Info cards.

Using Info cards

Info cards are used to record any additional longer text data and notes about members in the form of formatted text.

After creating an info card in the settings:

• Go to Management > Members > member detail > Info cards.

• Right-click the selected card and Create card. This creates the given card for the specific member.

• Open the card detail, click Edit and fill in the card with the required data.

Depending on the configured write and read access to the card, the card will be shown to members. You can, for example, create a card that only the coach writes to and that only the coach and the management can see. Or a card that the member also has access to in their profile.

Creating a new info card

• Click the button with the “+” icon.

• In the dialog that appears, enter the name of the new info card.

• Next, set who will have the “Read permission” for information in the info card. This determines who will see this card and be able to read its content. You can choose whether members themselves will see it in their profile, only team administrators, or only platform administrators.

• Then choose who will have the “Write permission” for information in the info card. This determines who will see this card and be able to enter data into it. Again you can choose from the options members, team administrators or platform administrators. 

• Press the OK button to create the info card.

Managing Info cards

• Info cards can be edited at any time if the user has permission to do so

• An info card can only be deleted if it is not assigned to any member.

Permissions and access

Managing info cards requires permission in the Settings and Members modules.