You get to the module in Management > Settings > Members > Member types.
On the first screen you will find the list of member types. In the basic free version the module serves for configuring one default member type. In higher versions it is possible to create and configure any member and representative types.
Add-on modules and services
The price of the EOS Platform depends on the number of active members in your organization, and possibly on the additional features and services you purchase.
If you have several member types, you can search among them, adjust the displayed columns and save and load your own views of this list.
To make changes, in Management > Settings > Members > Representative types right-click and choose Edit).
In this part you set the basic parameters of a specific member type.
Person type – a choice between Natural person or Legal entity.
Name – the name of the member type (e.g. Regular member, Honorary member, Volunteer and so on)
Displayed name – the text shown in the platform interface or in the registration form.
Public description for registration – a short text shown with the member type in the online registration form. It helps new members choose the right type.
Description – an internal note for platform administrators, e.g. what the member type is intended for.
Icon – choose the icon that will visually represent the member type.
Active – determines whether the given member type is currently available in the platform.
This part serves for setting the way the given member type works within the platform, which data are mandatory and how registration proceeds.
First name – sets whether the field is required, optional or hidden.
Last name – sets whether the field is required, optional or hidden.
Middle name – an optional field that can be shown or hidden.
Displayed name – determines the format in which the member’s name is shown across the platform (e.g. Last name, First name, Middle name).
Initials – determines whether initials should be shown to members (e.g. in the profile icon).
Profile picture changes – the option to allow or forbid members to change their profile photograph.
Bulk actions invitations – the option to forbid the bulk sending of invitations to members.
Numeric jersey number – determine whether the jersey number can contain only digits, or also letters and other characters.
Personal data check – a choice of whether the personal data check will be available only in the web version, or in the mobile app as well.
Personal data check interval – the number of months after which members will automatically be prompted to check their data.
Data check – All changes of data by a member require approval by an administrator, for which a request is generated. If you do not need to check the data, with the option directly by the member you turn the generation of requests off and the changes take effect immediately without approval.
Confirmation of membership – turn this on if you want the platform to allow generating confirmations of membership, and whether only with general information or also with the season/period stated.
Allow the member to download the confirmation of membership – the member can download the confirmation of membership directly in their profile.
Allow members’ main teams – it is possible to forbid assigning one of their teams to members as the main one.
Allow medical certificates – the option to set whether you will require members to hand in medical certificates, or whether all the options concerning medical certificates disappear from the platform.
Validity of the medical certificate – the number of months of validity of the medical certificates handed in. The subsequent validity date of each certificate is based on the filled-in date on which it was carried out. That is filled in by the member when handing it in via a request and subsequently confirmed (or adjusted) by the platform administrator when approving such a request.
Notification before expiry – set the number of days for automatically notifying members and administrators before the certificate expires.
Each field can be set as required, optional or do not show.
Date of birth
Nationality
National ID number
Allow foreigners to enter a national ID number – If turned on, then a foreigner (a member with a nationality other than the organization’s country) will be able to/have to fill in a valid national ID number according to the organization’s country.
Allow an exemption from the national ID number – If turned on, then every member will be able to ask for an exemption from the national ID number. If you absolutely need to collect national ID numbers from all members, do not allow the exemption.
Gender
Health insurance company
Health limitations
Permanent address
Contact address
Phone
X network
YouTube
Website
Nickname
Bio
External ID
Member database
A database of all your members including any representatives they may have – both active and inactive. It offers search, advanced filtering, import and a wide range of exports.
Online registration form – determines whether this member type can be registered via the web platform and the mobile app.
Introductory text – the text shown above the registration form.
Text above the comment – optional text above the Comment field in the registration form.
Notifications about new registrations – when turned on, members with write permission for the Requests module will receive notifications about new registrations.
Registration without approval – A new member will be created automatically, without the need for approval in the form of a request.
Allowed external domains – the domains from which the registration form can be submitted.
Online member registration
Through the online registration form, new members can register for your platform.
Send an e-mail – the option to set default or custom text of the e-mail invitation for a new member.
Subject – the subject text of the invitation e-mail.
Content – the body text of the e-mail with the option of using variables (e.g. {MEMBER_NAME}, {EMAIL}, {EXPIRY_DAYS}, {ORGANIZATION_NAME}).
Login option
default
Florbal ID
Bulk attendance/excuse notes – determine whether members of this type can use the bulk setting of attendance or excuses for events.
Average attendance – Showing the average attendance statistic in the member overview
Members can earn a reward for bringing in new members through their unique link. Each member then finds their unique link for sharing in their My overview section and in the mobile app.
Member account – determine which account the reward will be credited to.
Reward amount – the amount the member gets for a newly registered member.
This part determines whether members of the given type have their own access to the platform and how representatives (e.g. parents of underage members) are linked to them.
The member has their own access – determine whether a member of this type can log in to the platform with their own account.
Allow representatives – allows members of this type to have their representatives assigned (e.g. parents, legal guardians or other contact persons).
Decisive age – the age up to which contact details for at least one representative are required for a member. E.g. a member younger than 18 must have a representative assigned.
Age for changing data – the age from which a member can change their contact details themselves and give consents in the platform without the representative’s involvement.
Each member type can have one or more representative types set.
Representative type – the default type is preset, further types can be configured in the paid version of the module.
Minimum number – determines the minimum number of representatives that a member of this type must have stated (e.g. at least 1 parent).
Maximum number – sets the maximum possible number of representatives for the given member type.
This block determines how sensitive information about members can be seen by different users depending on their role in the organization. The data sensitivity settings allow you to control in more detail what personal information about members coaches, administrators or regular members see.
An access level can be assigned to each field of member data. The higher the index number, the narrower the group of users that has access to the data.
Data sensitivity
A module that allows you to determine who can see individual types of members’ personal data in the platform’s Member zone – for example e-mail, phone or health restrictions. Using so-called data sensitivity indexes (DSI) you can precisely set the access level for different user roles (regular members, team managers, administrators and so on).
You can assign your own sensitivity level to each member field. Available fields:
Profile picture
Jersey number
Medical certificate
Representatives’ data
Date of birth
Age
Nationality
National ID number
Gender
Health insurance company
Health limitations
Permanent address
Contact address
Phone
Public phone
Public e-mail
YouTube
Website
Bio
External ID
In Management > Settings > Members > Member types go to the member type detail by clicking its name (or right button > View).
Click the Custom fields tab.
Choose the custom field for which you can set, for the given member type:
The sensitivity of this data item
Whether it will be shown directly to the member
Whether it will be shown in the registration of a new member
Whether it will be shown in the regular data check
Custom fields are also created and defined in the settings.
Custom fields
Create different types of custom fields to record and manage any additional information about members or their representatives. You can add custom fields to both the members/representatives and to the new member registration form.
Permissions for management: Managing Member types requires permission for the Settings and Members modules.
