Overview
The Roster is your central tool for managing member records within your organization. You can view members in either List View or Grid View, depending on your preference. Each view offers unique advantages for navigating and managing your membership data efficiently.
How to Access
Navigate to Membership > Connect > Roster.
Default View Settings
You can set your default Roster view in your My Profile → Settings.
? Recommendation: Disable Grid View to use List View as your default for faster performance and quicker page responsiveness.
List View
- Displays card-style views of your membership records.
- Click on any member’s card to open their record or click Full Page to view the complete member profile.
- Ideal for reviewing and managing individual member details quickly.
Grid View
- Provides a tabular (spreadsheet-style) display of your membership data.
- Offers robust filtering options to quickly locate specific information such as membership type, employer, or classification.
- Best for sorting, searching, and analyzing larger sets of member data.
Best Practices
- Use List View when working with individual records or reviewing details.
- Switch to Grid View when performing searches, data analysis, or bulk updates.
- Adjust your default setting based on how you most frequently interact with member data.
? Tip: You can toggle between List and Grid views at any time for flexibility in managing your membership records.