Roster

It provides a means to easily keep track of organizational and contact information for the members of your organization in a single, central location.

It builds on the existing Unit Member feature to:

  • Link youth and parent records together
  • Link a members to Groups
  • Assign leader positions to youth and adults
  • Assign leaders to Groups
  • Provide the ability to de-activate a Group from future use while keeping the entity available for archive purposes
  • Provide a variety of different Roster reports through a main menu item

Roster information is only available to users that have logged in, so it is secure from viewing by anonymous/guest users.

For customers who have already created members, please read the section on 'Upgrading Members to Roster'.

See the section in the Importing Members section on Roster Import for documentation on the file format for importing a roster.