Configuring Users and Members

In Bilby, you can configure User Types, Membership products, and default privacy settings to suit your Partner site.

Accessing User Config

To configure user types, first sign in with a Super Admin account, and navigate to the administration section of the site, in “Configurations” you will find all options related to User configurations.

• Sign in using a Super Admin account
• Click on your User Profile on the top right of any window
• Select the “Administration” option
• Use the sidebar to select the “Configuration” option
• Select the “User Config” option to find all user related configurations

Configuring User Types

User types allow you to specify custom fields that will be associated with user accounts. For example, a bushwalking club might require emergency contact details in their user database. In this section you would specify that field on a User Type.

To visit this section, navigate to the “User Config” section, and visit the “Type & Fields” section.

• Select “Create New” or select an existing User Type & Fields
• When on a User Type, you can see details, fields related to the type and an example form.
• Select the “Create New” on “Fields” to create a new custom field.

Configuring Member Products

Member Products allow you to automatically take purchases for membership. You can create different products based on your group and make these products available to users based on certain criteria.

To visit this section and configure Member Products navigate to the “User Config” section using the instructions above.

• Select the “Member Products” option
• Create a new product or edit an existing product
• Fill out the required fields to create/modify the Membership Product

Configuring Membership Settings

When you are in the “Member Settings” section, you can also visit the general settings which includes information about the default membership type, required bookings and default privacy.

User Settings

The following settings will help with messaging Guests when they are first signing up and creating accounts.

• Account Type
  When new accounts are created, the selected type & fields will be applied.

• Approval Required
  When set to “Yes” a “Guest” account will be marked as “Submitted” for review, when set to “No”, a “Guest” will be able to purchase membership immediately.

• Required Attendance
  How many bookings must be marked as “Attended” before a “Guest” can apply for membership?

• Guest Bookings
  How many bookings can a “Guest” account make? New bookings created after this number will automatically be marked as “Interested”