Using the User Guide
The Basics
4. Membership
- 4.1 The Membership List
- 4.2 Member Record
- 4.2.1 Deleting Duplicate Members
- 4.2.2 Deleting members including GDPR compliance
- 4.2.3 Removing deleted members from Groups
- 4.2.4 Hiding Contact Details from Group Leaders
5. Groups
- 5.1 Groups List
- 5.2 Group Records: Details
- 5.3 Group Record: Schedule
- 5.4 Group Record: Members
- 5.5 Group Record: Ledger
- 5.6 Adding & Removing Groups
6. Emails and letters
- 6.1 Emails
- 6.1.1 Sending Emails
- 6.1.2 Standard Email Messages
- 6.1.3 Email Delivery
- 6.1.4 Email Unblocker
- 6.1.5 Email tips, duplicates and sender issues
7. Finance
- 7.1 Financial Ledger
- 7.2 Transaction Record
- 7.3 Transfer Money
- 7.4 Credit Batches
- 7.5 Reconcile Account
- 7.6 Financial Statement
8. System settings
- 8 Set-Up Operations
- 8.1 The Site Administrator
- 8.2 System Users
- 8.3 System Settings
- 8.4 Roles and Privileges
- 8.4.1 Privileges Map and default Privileges
9. Miscellaneous Options
- 9.1 Personal Preferences
- 9.2 The Audit Log
- 9.3 U3A Officers
- 9.4 Public Links
- 9.5 Data Export and Backup
- 9.6. Recovering a forgotten Username or Password