My Captain - My groups

Members

Members can see for themselves which groups they are assigned to. It is also possible to turn the members themselves on or off certain groups. An example of this is the Newsletters group.

To use this functionality a link must be placed on the webpage of the organization and the member must have login details for the My Captain section of the website. In the standard My Captain menu My Groups is already included. If you use the default My Captain menu on your website, you do not have to add this link anymore.

Systempage MyCaptain MyGroups

The My Captain My Groups system page already contains the forms widget, you only have to link this page to your own menu.

• Click on Website Management 2 in the main menu.
• In the submenu, select the Menus item
• Select the appropriate menu to which the link must be added. (link is already added to standard My Captain menu)
• Click on theicon to view the menu items overview.
  
  

• Click on the  icon to add a new item. 

• Name the menu item
• Click Search to add a link

• Select Page as a type
• Choose the My Captain folder
• Select the My groups item to link the system page to the menu item
  
  

Link on your website

If the website was created in a different environment, you can place this link on your website:

http://name-site.e-captain.com/my-captain/my-groups

The name is the name of the association (within e-Captain)

Define the fields

After placing the link on the website of the organization, you can assign the fields that have to be available for looking at or changing groups.

• Choose management center in the main menu
• Click on My Captain - Websitemanagement 2
• Choose Maintain available fields (external)

In this screen, various columns are visible with which the fields can be selected. By placing a tick in the correct column, this field will be visible on the My Groups page.

• In the case of changing My groups, we use the 2nd column icon.
• The first column indicates which fields (groups) are visible on the website.

	View group item
	Change group item
	Required field

My groups on the website

Now that the fields have been defined and the link has been placed in the menu, a member can view his or her groups and change them if necessary. To do this, the member must log in with the credentials provided by the organization.

• Log in with the login details provided by the association.
• Click on the My Groups link in the menu on the organization's website.

In this screen, the members themselves can change their groups. The fields that are visible and can be changed have been defined by the organization in the management center. In this example, the groups of diplomas, newsletters and termination of membership. Other groups may not be changed in this example, but are visible to the members.

If members have entered a change, an external transaction is automatically sent to the members administration.

External mutation member management

After changing the groups, the organization receives a notification that an external transaction is ready.

• Go to Member management in the main menu.
• In the upper bar it is indicated in red that an external mutation is ready

• Click on the line There is 1 external mutation and the screen below will be opened.

• In this screen it is visible that the member has registered in the group Newsletters: My association news and Newsletters - Sports news.
• With the Accept transactions button, the transaction is actually included in the membercard

• A pop-up asks whether the checked changes may be accepted.
• Click the OK button to confirm.