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  4. How to customize the Member Dashboard, Top Bar, and other site-wide settings

How to customize the Member Dashboard, Top Bar, and other site-wide settings

Most of the icons and sections on the Member Dashboard, and Top Bar can be enabled and disabled from Site Settings. These Site Settings affect a broad number of settings throughout the site, so you must have the appropriate access.

A quick link to Site Settings can be found at the bottom of the Board Member Dashboard. If you don’t see this link, you probably don’t have the proper permissions. Contact your Board President (or Web Guru) for access.

pooldues site setting dashboard president

Only Board Members with the President role can edit the Site Settings.

Site Settings can also be found under the Board Member Dashboard -> Members module -> President Tools section.


Constants

Choose the terminology here that best suits your club/HOA. Generally we refer to “Members” throughout this site, but if you have chosen one of the other options, those will be reflected throughout your site instead. You can choose between Board Member(s), Club Admin(s), or Admin(s), and Member(s), Resident(s), Owner(s) or Renter(s), depending on the most appropriate description.


Top Bar Settings

This Top Bar likely looks different than yours. Maybe very different. As you continue read, you’ll understand why.

pooldues top bar

Toggling any of the settings below to “No” will remove that icon from your site’s Top Bar.

Most of the emojis on the Top Bar are customizable from the Site Settings. The ones that aren’t are detailed another article – Top Bar Grid Settings.

πŸ‘€ – Member Dashboard link (only visible when not already on it)

πŸŠβ€β™‚οΈπŸ’ͺ 🎾 – Default icons for each type of enabled Grid. Read more here

πŸ“† – Events – Quick link to the Event Calendar

🏠 – Reserve Facility – Links to your Facility Reservations page

πŸ“° – News – Rarely used. Ties into new content you create and enable the News CMS checkbox.

πŸ–₯ – Front Desk – Quick link to enter into Front Desk mode. Useful if your Front Desk attendant is using the website (vs. the iPad app) to check members in.

πŸ“ – Create a new Event, Page or Document – Only Board Members can see this. Start there when you are ready to create new content. Read more here.

πŸ” – Member Search – Super fast shortcut way to search for a Member.

πŸ‘¨β€βš–οΈ – Board Member Dashboard – Use this to Log In as a Board Member / Admin or to return to the Board / Admin Dashboard from anywhere on your website. Please use caution. If you choose to remove this, Administrators at your club will need another way to log in. If you’ve accidentally removed it and can’t figure out how to get back on, contact us.


Member Dashboard Settings

The next set of options in this section deal with the other Member Dashboard icons that are not grid-related. Turning these on and off determine which Links/Icons are shown.

To manage the greyed-out icons above, see the Managing Grid-Related Icons article. The greyed-out fields will be discussed below.

Show Reserve Facility: Toggle this on or off to show the Reserve Facility Link/Icon in the Member Dashboard.

Show Member Directory: This optional information is seen by other Members and is completely separate from the private information listed in the member profile. This is OPT-IN only.  It will be up to the member to take the additional step to add and share their information.  

Show Check Balances: Toggle on or off whether to show the Check Balances Link/Icon in the Member Dashboard. If your club does not sell concessions or pre-paid guest passes, turn this off.

Show Change PIN or Email / Account: Toggle on or off whether to show the Account / Change PIN or Email link/icon on the Member Dashboard.

If you’re following along in the Site Settings, the next few fields affect different sections of the Member Dashboard. The Show Number at Club, Show Sign Up, and Show Member Documents options are discussed later in this article.

Show Board Members: Toggle on or off whether to show this link/icon to the built-in Board Members page in the Member Dashboard. Clicking that lightbulb πŸ’‘will preview the page that will be generated using the Assign Board Member Roles page. This page will ALWAYS be members-only. If you prefer another page available to the public instead, create a new custom page for that.

Show Household / Notifications: Toggle this on or off to show this link/icon to members in their dashboard. This is useful by itself and in tandem with the links below. For instance, if you want to allow a certain “enrollment period” each year when members are allowed to update their household with life changes, toggle this to Yes during that period, then turn it off.


Show Number at Club and Sign-Up Module

When enabled, these two options show up at the top of the Member Dashboard.


Show Member Documents

The Show Member Documents πŸ’‘field can be turned off, but we recommend using that section for By-Laws, Rules, etc.

NOTE: Members’ Recent Mail, Reservations, and Purchases will always appear on the Member Dashboard in the middle section. The Codes and Your Interests sections will not appear if there are no codes or interests set for your club. Codes can be found under Facilities > Facilities Settings > πŸ”’ Edit/View Club Codes. Interests can be changed under Membership > Director Tools > 🍷 Interest Tags.


Locking up Households

Set these to Yes to only allow members to add Sub-Accounts and Dependents if this is their first year. The Show Household/Notifications must be toggled on to be shown in the Member Dashboard as well. These fields can disable members from adding additional people to their household after the first year if your club is concerned with cousins and neighbors being added that shouldn’t be.


Randomize PINs

Before changing this setting, please read more about member onboarding and PINs here.


Show Member Id

For clubs that have used Member IDs in the past, toggling this on will show that ID on the Member Dashboard. If member IDs are included in your initial database upload, or have been added using the Import/Export tools, they are searchable by the Front Desk for check-in regardless of this setting. Toggling this to Yes additionally makes the ID appear on the Member Dashboard. Your PoolDues-powered website does NOT need or use Member IDs for anything, but this is useful if the member forgets theirs and your club needs it for something or if you have two or more members with identical names and need a way to differentiate.


Sub-Account Policy

Please contact us before changing this setting. The Children’s Online Privacy Protection Rule (COPPA) imposes strict requirements on operators of websites that collect personal information online from a child under 13 years of age. A court can hold operators who violate the Rule liable for civil penalties of up to $43,280 per violation. We ask clubs to set one of the policies above regarding sub-accounts to discourage adding children under 13.

NOTE: Children of any age can be listed as dependents in the Primary Purchasers account., and can still check in if your club allows it. The policy above is only for sub-accounts.


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