Account and Member Status definitions

Accounts and Members in Team Admin > Account/Member Admin can have different Status settings. Here are some things to know about them:

  • Any Accounts set to any Status other than Active will not be able to log in to the system or receive emails from the team.
  • Recurring fees are only generated when both the Account and Member are active.
  • Members who are not Active will not appear in meet results or top times reports.
  • Only Active Members can be signed up for meets.
  • Non-active Accounts and Members will not appear in OnDeck.
  • Invoices and late fees are still generated for non-active Accounts who have a balance owing.
  • If an Account is set for Auto Pay and is not Active then it will not charge the credit card or ACH account on the 1st of the month.

Here are what the different Status settings mean.

Not Set -- Only happens with brand new teams during an initial import of accounts and members. Please set desired Status.

Contact Request -- Results from people using the Contact Us or Swim Today forms. You are welcome to set their Status to Active and convert them to a regular account.

Waiting for Approval -- New accounts who register get created with this status until you approve and assign them. Some teams set all Members to this status prior to opening registration to indicate the Members who haven't registered yet, although it is not required.

*Active -- Accounts can log in and receive emails. Members can be signed up for meets and have recurring fees generated. Those set up for Auto Pay will have their credit card or ACH account charged on the 1st when there is a balance owing in the Account. The Account will be billed for unworked service hours and unmet fundraising obligations.

Suspended -- Generally used for people who have temporarily left the team and may return. Once registration is closed, some teams will set Members who didn't register to Suspended to indicate that.

Canceled/Hidden -- Used for Accounts/Members whom you know have permanently left the team. They do not show up in any searches except those explicitly set to Canceled/Hidden. Use this status if you cannot delete an Account due to attached financial activity. We recommend not deleting swimmers who hold top times records.

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

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