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People and Data
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People and Data
People Overview
People Overview
How to Search for a Person
How to Add a New Person
How to Locate a Person ID
How to Ensure Alumni Can Log into Your MSL Website
Troubleshooting Student Login Issues
Troubleshooting Student Login Issues
How to Set Up an Account Not Matched Page
Person Details
Person Details
How to View a Person's Details
How to Edit a Person's Details
How to Delete a Person
How to Add a Person's Card Number to the Block List
Person Memberships
Person Memberships
How to View and Filter a Person's Memberships
How to Add a Membership for a Person
How to View a Person's Potential Memberships
How to Edit an Existing Membership
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University Details
University Details
How to View a Person's University Details
How to Set a Person's Card Number
How to Change a Person's Card Number
Website Account
Website Account
How to View a Person's Website Account
How to Create a Person's Website Account
How to Send a Registration Invitation to a Person
How to Reset a Person's Website Account Password
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Transaction History
Transaction History
How to View a Person's Transaction History
Contact Information
Contact Information
How to View a Person's Contact Information
How to Add an Email Address for a Person
How to Set an Email Address as Default for a Person
How to Override the Confirmation of an Email Address
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Contact Options
Contact Options
How to View a Person's Contact Options
How to Edit a Person's Contact Options
Internal Notes
Notes
How to View a Person's Notes
How to Update a Person's Notes
Person Properties
Person Properties
How to View a Person's Properties
How to Add a New Person Property
How to Edit a Person Property
How to Delete a Person Property
Person Profile
Person Profile
How to View a Person's Profile
Login Widgets
Login Widgets
How to Add an SSO Login Widget to a Page
How to Create an SSO Quicklink URL for Page Access
How to Add a Login Widget to a Page
How to Enable a Registration Page Link on the Login Widget
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Registration Pages
Registration Pages
How to View Registration Pages
How to Request a New Registration Page
How to Populate Groups from a Registration Page
How to Enable reCAPTCHA on a Registration Page
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Merge People
Merge People
How to Merge Two Accounts
How to Merge Two Accounts with the University Record as the Source Identity
Possible Duplicate People
Possible Duplicate People
How to View Possible Duplicate People
Emergency Contact and Medical Information
Emergency Contact and Medical Information
How to Collect Emergency Contact Information for a Product
How to Collect Medical Information for a Product
How to Add a Medical Information Widget to a Page
How to Add an Emergency Contact Information Widget to a Page
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Pending Data
Pending Data
How to View and Filter Pending Data
How to Import an Account in Pending Data
How to Clear Pending Data
Duplicates
Duplicates
How to Resolve a Duplicate Account
How to Clear Duplicates
Block List
Block List
How to View the Block List
How to Add a Card Number to the Block List
How to Remove an Entry from the Block List
Check Card Status
Check Card Status
How to Check Card Status
Set Up Parameters
Set Up Parameters
How to View University Data Parameters
How to Edit a Data Parameter
How to Refresh Parameter Values from Current Data
How to Sync Parameter Value Groups
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Update Memberships
Update Memberships
How to Update a Specific User's Data Linked Memberships
How to Update All Data Linked Memberships
Scanning University Cards
Scanning University Cards
How to Configure a Card Swipe or Scan Pattern
How to Test the Pattern Recognition Settings
University Data Validity Length
University Data Validity Length
How to Configure University Data Validity Length
Age Ranges
Age Ranges
How to View the Configured Age Ranges
How to Add a New Age Range
How to Edit the Existing Age Ranges
How to Delete an Age Range
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User Account Policy
User Account Policy
How to Update the User Account Policy
Titles
Titles
How to Replace One Title with Another