Directory and default settings
Open your organization's directory to help players find partners, and set the values applied by default to every new user: profile, subscription, passwords and privacy.
Enable the organization directory
The directory is offered to players in the booking menu, under Find a Partner: it makes it easy to look for a partner by age and level, then to get in touch through the internal messaging.
- Go to Administration›Settings›Booking›Calendars and open Display Preferences.
- In the Directory (Find a Partner) section, enable the directory.
- Use Display Age to choose whether users' ages are visible.
Every user can ask not to appear in the directory through their privacy settings, and you can also hide them yourself from their record.
Set the default profile and subscription
- Go to Administration›Users›User Management, open the Settings menu, then Advanced Settings.
- Choose Default Profile and Default Subscription: they will be pre-selected each time a user is added, whatever the channel (record, quick creation, import, online registrations).
These settings do not change existing users.
Set password rules
Still in the advanced settings, choose your password policy:
- Generate a random password: a secure password unique to each user, recommended.
- Use a default password: the same password given to everyone. This method helps out when you add users whose e-mail address you do not have, but it remains inadvisable.
- Change the password at first login: the user sets their own password on their very first visit, recommended.
The safest combination pairs random generation with a change on first login: nobody in the organization knows a user's password, not even you.
Set default privacy settings
The Default Privacy Settings section determines the settings applied to new users, whatever the channel they arrive through: identity visible on the calendars, photo, presence in the directory, who can book with them, who can write to them.
Each user then keeps control of their own settings, within the limits of the fields you make editable. Changing these default values does not alter accounts that have already been created.
The advanced settings also let you:
- restrict the User-editables fields on a user's own account;
- create Custom Fields for your internal needs, each of which can be left read-only or made editable by the user;
- enable Automatic Formatting of First Names / Last Names to keep your database consistent;
- define Age Categories, which can then be used in the list filters and in exports.
Choose the list columns
The Settings menu also offers Custom Columns: select the information shown in the user list.
This is a real time-saver depending on the time of year. In September, show the medical certificate column and the payment status column to spot incomplete files at a glance; for the rest of the year, go back to a plainer display.
