Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status

Admin Level - Super User

Best practice by TeamUnify for your Members:
  • Cancelled/Hidden - Use this status when the athlete has left the team. It will maintain all of the member's times, and information, but the member will not show up in search unless filtered to. 
  • Suspended - If the athlete will be returning to the team, it's better to suspend the member. The member will not show up in search unless filtered to.
  • Waiting for Approval - Use this status until the athlete has been registered. Once registered, approve the member to the team, and make their status active.They will not show up in search unless filtered to. 

Best practice by TeamUnify for your Accounts (REMEMBER only ACTIVE accounts can login to SwimOffice but all statuses can use the online registration system)

  • Cancelled/Hidden - Use this status when the Account and all athletes under this account have left the team. You cannot delete an account if they have any financial records on their account. If they do not but your billing system is ON, once they have gone through one monthly billing cycle, the system considered this account to have financial data.
  • Suspended - Use this status when the Account will be returning to the team. They will not be viewable unless you set the filter to show this status.
  • Waiting for Approval - Not suggested for accounts. If you are doing online registration at the start of your season, we suggest leaving the accounts as active and members as waiting for approval. However, brand new accounts who go through Online Registration will initially be created with this status until you approve them and set their status to active.

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See Also
Customize Filters
Account and Member Status definitions
User Admin Type definitions

Membership

  1. Membership: Add a Coach or Director to the Coaches Page
  2. Membership: Add email addresses to Accounts and Members
  3. Membership: Adding Athlete Emails/SMS For Communication
  4. Membership: Can't add account because email already exists
  5. Membership: Add / create new Account
  6. Membership: Add or Edit a Member
  7. Membership: Delete Member/Athlete/Swimmer
  8. Membership: Printing an Attendance Report
  9. Membership: What do I do if I forgot my password?
  10. Membership: Members cannot be under more than one account
  11. Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status
  12. Membership: Can an admin verify an email address or SMS number?
  13. Membership: Can I age up all of my athletes?
  14. Membership: Can I create a new Account without a valid email address?
  15. Membership: Can I merge Accounts? Dealing with duplicate accounts/members
  16. Membership: Divorced parents account - How to handle in SwimOffice
  17. Membership: Reset password / email password/login email
  18. Membership: Member and coach photo size guidelines
  19. How Can I Tell Who Has A Verified Email Address?
  20. How do I add a photo to a profile?
  21. Membership: Build ID Card # / Member/athlete/swimmer ID #
  22. Membership: Reset t-shirt sizes to blank
  23. Change my password
  24. Filter by Gender - Member Tab
  25. Deleting a Coach or Board Member from the Coaches Tab
  26. Delete a Roster Group
  27. How do I edit an existing account?
  28. How do I export members from TeamUnify for import into Team Manager?
  29. Accounts/Members: Export roster / members for import into Team Manager
  30. Move an athlete/member from under one account to the other
  31. Accounts/Members: Export a roster to import into Meet Manager
  32. Print Athlete Roster or Member Directory
  33. Printing Rosters
  34. How do I print or produce a report with account information or member information?
  35. How do I review and edit my account database?
  36. How do I set an inactive date for a member to show when they will be leaving?
  37. How do I set an unattached code?
  38. Membership: Upload/import member database for those without Team Manager
  39. Membership: Verify my email address
  40. Does Reactivating / turning on an account change the password?
  41. If I change the status of an account to something other than active will they be able to login?
  42. Membership: Account notes that only Super Users can see
  43. Membership: Member notes that only Super Users can see
  44. Member Search: How do I opt out / in?
  45. Member login and password isn't working
  46. Preferred name in athlete member profile - Overview of uses
  47. Account and Member Status definitions
  48. Membership: User Admin type access level definitions
  49. Membership: Number of email addresses and SMS numbers allowed
  50. Sent password email and account didn't receive it
  51. What if I don't have the required email or address field for an account?
  52. Why can't I enter my email address in for a new account?
  53. Why is my swimmer not showing the event?
  54. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
  55. Membership: Add and verify a cell number for SMS/texting
  56. Coach's Page - Hiding the Board of Directors
  57. Print mailing labels
  58. No Contact Email Assigned error
  59. Add a custom user defined field in Account/Member Admin or in Registration
  60. Shortcut Keys
  61. Membership: Save and customize filters, columns and views
  62. Making a view the default using filters
  63. Doing a multi account or member edit
  64. Adding a new member
  65. Sorting options / Alphabetical Sort
  66. Contact Us Button - Marketing Best Practice
  67. Make bulk changes on accounts & members and billing & roster groups
  68. Team Club Code is being used by another team error
  69. Membership: Use filters to display specific lists of accounts/members
  70. Membership: Multi-Edit account or member fields
  71. Membership: Customize t-shirt sizes
  72. Membership/Registration: Export t-shirt sizes
  73. Delete and undelete accounts and members
  74. UK Membership: Hard delete accounts - anonymize data
  75. Adding or Editing a Roster Group, Location, Sub Billing or Billing Group
  76. Membership: Save a custom search - Saved Views
  77. Custom report print or Excel - Member/Athlete or Account report of data
  78. Set an athlete as Not USA Registered
  79. Understanding What you Are Filtering On
  80. My columns don't show in account member admin
  81. Email the Password to one, many or multiple Accounts
  82. Searching in Account Member Admin
  83. Membership: Workout / Attendance Report
  84. Membership: Add a Roster Group
  85. Accounts/Members: Export accounts/members roster to Excel spreadsheet
  86. Manually reset password for account
  87. Membership: Determine accounts with ONLY inactive members
  88. Membership: Duplicate email / email already exists / can't add account
  89. YMCA Membership: Remove coach so they stop receiving emails
  90. Membership: View MainSet videos
  91. Membership: Exclude accounts from meet financial requirements
  92. Membership: View individual athlete meet results, best times
  93. Membership UK: DBS Check Date field
  94. Membership: Hide Member from search in Members tab
  95. Membership: Determine account's most recent/last log in
  96. Membership: Find out who was in which Roster Groups/Squads in the past
  97. UK Workforce training certifications introduction
  98. UK Workforce: Add/designate Workforce Admins
  99. UK Workforce: Set/designate Workforce members
  100. UK Workforce: Add/edit member roles, courses and certificates
  101. UK Workforce: Filters - Check certifications and expiry dates
  102. USA Swimming racing start certifications
  103. Membership: Privacy Settings - Set Data Visibility
  104. Membership: Privacy Settings - Set Roster/Squad Admins

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