You configure the display and editing of a list of company or trade association members using the Roster Management Configuration window.
From System Setup, select Set up customer web components > Roster Management Configuration.
Roster management enabled in iMIS Web Components
Select this checkbox to allow designated company administrators to view and manage records of all contacts belonging to their company. By assigning certain user records the Company Administrator role, you can enable members to manage their group's roster.
Link displayed when a roster manager unsuccessfully searches for a member to add to a roster
Specifies the text for the option to continue with new account creation when one or more possible matching records are found in system.
Number of members to show at once
Specifies the number of members shown per page in the company roster in the Web and Public views.
New accounts can be created from roster management
Select this checkbox to allow the person with the Company Administrator role to create new accounts when managing the roster.
Subject line for Emails announcing accounts created through roster management
Specifies the subject line for email notification sent when a new account is added to a company roster by a Company Administrator.
Notify the company when a member is removed from its roster
Specifies whether an email notification is sent when a Company Administrator removes a member record from a company roster.
Note: Email notifications are sent to the address specified in System Setup > Set up web components > Organization: Email address to notify when an account is updated.
Warning when removing a member from the roster
Text for warning the Company Administrator that they have selected the option to remove a member from the roster.
Stored procedure that returns all names available for roster management
If you create a new stored procedure for returning the roster list names, you enter the name of the stored procedure here.
Stored procedure that removes a member from a roster
If you create a new stored procedure for removing a name for the roster list, you enter the name of the stored procedure here.