This guide provides an overview of the main features available to club administrators on Uplifter. It will help you access your club dashboard, review information related to your affiliation, and find information about your members.
Go to the Uplifter platform and log in to your account.
If needed, you can change the site display language by selecting English from the menu at the top of the page.
Once logged in, click Tools, then go to the Dashboard.
From the dashboard home page, select Clubs from the left-hand menu.
Then open the club you want to manage.
Your club dashboard allows you to centralize the key information related to your organization and its affiliation.
You can find the following information in your club dashboard:
- your club’s general information;
- information related to your club affiliation;
- reports;
- user accounts;
- information about your club members.
From your club dashboard, click the Reports tab.
This section allows you to access the reports available to your organization and review data related to your club and its members.
Use the available reports depending on the information you want to view or export.
From your club dashboard, select the Affiliation tab.
This section allows you to review information related to your club’s affiliation.
You will also find a Search section, which allows you to search using different criteria.
Complete the required fields based on your search, then click Apply to display the corresponding results.
This feature makes it easier to view and track information associated with your organization’s members.
To view the users associated with your club, go to the User Accounts section.
The list of accounts associated with your organization will be displayed.
For each user, you can view information such as:
- name;
- email address;
- username;
- last login date.
Click the desired user to access detailed information about their account.
A user account provides a more detailed view of the information saved in the account. Depending on the information available, you can view:
- general account information;
- contact details and address;
- profiles associated with the account;
- information related to each profile.
A single user account can be associated with multiple profiles. It is therefore important to select the profile of the relevant person when looking for specific information about a member.
From the user account page, locate the Associated Profiles section.
Select the profile you want to view.
The profile page allows you to access information specific to that individual. You can view:
- general profile information;
- associated documents;
- memberships and licenses;
- membership type;
- membership status;
- member number;
- associated organization.
The Memberships / Licenses section allows you to quickly review the memberships registered for the member and their current status.
Your club dashboard is your main management area in Uplifter.
As a club administrator, you can use it to view your organization’s information, track its affiliation, access reports, and find your members’ information and memberships.
The information and features available to you may vary depending on the administrative permissions assigned to your account.