The Roles page is used to track all of the roles a member has had in your club. The most recent role is listed at the top. This is a good place to see a member's history.


Notes about Role information:

  • If there is no role in the current club year, the person's status will show as archived. Adding a role in the current year will activate the person.
  • In general, if there is already a role, changes can be made to the that role instead of creating a new one. Changes will be made to the weekly (session) records from the current club date forward to reflect the changes while maintaining the historical data.
  • For Trek or Journey clubbers, a second role can be added for a Student Leader position. (Clubbers in younger clubs will not have the option of adding a second role.)
  • Leaders may have more than one role. (We recommend only creating an additional role for a leader if they need multiple attendance records, like if they lead clubs that meet at different times or on different nights.) 


Members > Roles toolbar:

Assign handbookAdd New Role for current club year* – opens a dialog to enter information for a new role:

  • Indicator to make this the primary role
  • Role Status, Role Type, Club Name
  • For clubbers: Grade, Location, Leader Name, Team Color, Team Name
  • For leaders: Location, Role Position, Team Color, Team Name
  • Uniform (Select <None>, <Other>, or a uniform from inventory. If <Other> is selected, a custom description may be entered. Use the more optionsbutton to change the list of uniform choices.)
  • Is registered and registration date (When a member's registration is marked as current, their Status is changed to Active. If they are a Clubber, a Fee for Dues is created.)
  • Has paid dues in full (When a member has paid dues in full, the check-in page's Dues Paid checkbox will be checked and disabled for all weeks, so the member will get dues points according to club point settings.)

NOTE: if a fee for dues exists, that fee must have a payment for the full (or any discounted) amount due or the fee must be waived in order for the Dues Paid in Full box to remain checked. If detailed payments are not tracked and no dues fee exists, the dues Paid in Full box can still be used to track who has made payments.


Edit handbookEdit Role* – opens a dialog to change the role details. Changes will be made to the weekly (session) records from the current club date forward to reflect the changes while maintaining the historical data. 


Remove handbookRemove Role* – removes the selected role. Only non-primary roles can be deleted. For a primary role, the status may be set to 'Archived' to remove the member from active lists. If the intent is to delete the role and create a new one, simply edit the role.


Show display optionsShow Display Options – opens the Role Options dialog to select which items to show:

  • Role ID
  • Type
  • Status
  • Year
  • Primary
  • Grade
  • Club
  • Location
  • Team Name
  • Team Color
  • Leader Name
  • Position
  • Registration
  • Registration Date
  • Dues Paid in Full
  • Has Uniform
  • Uniform Item #
  • Uniform Description


* Permission settings may prevent this from showing. See DB Users Permissions for details.