View a member profile
Open a member from the member list and see their details, ensemble functions, singing career, event attendance and the files stored for them.
Web
Chöre›Chor›Mitglieder›Mitglied
This feature is only available on the web.
Permission required: Members – View sensitive data (address, phone, email, IBAN)
What is this?
The member profile brings together everything about a member. It opens in the side panel next to the member list. With Open as page you show it as a separate page.
The profile has up to four tabs:
- Profile: details, contact, bank details, notes and custom fields. If you may edit the member, you see the form here.
- Roles: ensemble functions with their period and the Singing career. Visible to everyone who may edit the member.
- Attendance: acceptances, declines and the list of events. With management permission, Add missing events is also here.
- Files: documents about the member, for example a membership application.
How to open a profile
- Click Ensembles in the sidebar, pick your choir and then Members.
- Find the member via the search field or filters.
- Click the row. The profile opens on the right.
- With J and K you jump to the next or previous member in the list.
What you can do in the profile
The ··· menu in the side panel offers, depending on permissions and situation:
- Approve (for new sign-ups)
- Invite again (if the member has deleted their Theatilo account)
- Add missing events
- Link guardian (if parent linking is switched on)
- Copy to another choir
- Set passive or Set active
- Remove from choir
Permission
- View the profile: View sensitive data (address, phone, email, IBAN) or the permission to edit the member.
- Attendance tab: additionally View events.
- Files tab: View sensitive data; adding files only with edit permission.
- Your own profile you open with Edit own data.
Tips
- Use the Attendance tab for a quick look before you talk to a member about a long absence.
- Store documents in the Files tab instead of sending them around by email.
Frequently asked questions
Which details do I see in the profile?▾
With the permission **View sensitive data** you see email, phone, mobile, voice part, permission group, ensemble function, address, birthday, wedding anniversary, entry date, bank details, notes and custom fields, as far as they are entered.
Can I see how often the member attended events?▾
Yes, in the **Attendance** tab. It shows the number of events accepted and declined, and below that the events with date and response. With the permission **View engagement warnings**, rehearsal attendance in percent and consecutive absences are added.
Why can't I open a member?▾
You can open a member with **View sensitive data** or if you may edit them. With **View member list** only, you stay with the list.
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