Member Management and Settings

Folder for Member Management and Settings

Add New Adult (Invite Family)
This document will show the 4 different ways Troop leaders (or those with permission to add new adults) can invite a new family into Trail Life USA using Tr...
Sat, 14 Sep, 2024 at 1:38 PM
Managing Troop Members
This document will show how to manage Troop Members from the perspective of the TML, who has the greatest ability to manage members as well as invite, and a...
Sat, 14 Sep, 2024 at 1:38 PM
Troop Members - Roster Export
This document provides details around the ability to export the Troop Members roster to either CSV or Excel files.  Your particular role will determine whet...
Sat, 14 Sep, 2024 at 1:38 PM
Bulk Member Actions
This document will highlight details and usage of the Bulk Member Actions tool within Trail Life Connect.  Any screen shots are shown from the perspective o...
Sat, 14 Sep, 2024 at 1:38 PM
Bulk Member and Other Member Payments
This document shows how a Troop leader (or other adult) can process annual membership payments for one or more members within the Troop.  Example screens wi...
Sat, 14 Sep, 2024 at 1:39 PM
Roles and Permissions
This document provides an overview of Roles and Permissions within Trail Life Connect.  Views shown are from the perspective of the Troop Ministry Liaison. ...
Sat, 14 Sep, 2024 at 1:39 PM