Differences

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--- en:2.0:getting_started [2024/11/08 12:03] – [Set up profile fields] greno
+++ en:2.0:getting_started [2024/11/09 10:50] (current) – fasse
@@ Line 11: / Line 11: @@
 ===== Import members =====
 If you have already managed your members in another programme, you can import these members very easily. If there is no member data yet, you can skip this step.
-You can find the import in the module **Members**. Select the action **Import members**. Admidio supports importing from an Excel file (xlsx and xls), an open document spreadsheet (ods), a CSV file or an html table. During your first import you should assign all members to the role **Members**. During the import you have the possibility to assign each field from your source file to a profile field in Admidio.\\
+You can find the import in the module **Contacts**. Select the action **Import contacts**. Admidio supports importing from an Excel file (xlsx and xls), an open document spreadsheet (ods), a CSV file or an HTML table. During your first import you should assign all members to the role **Members**. During the import you have the possibility to assign each field from your source file to a profile field in Admidio.\\
 {{:en:2.0:members:import-assign-fields.png?400|Assign the columns from the file to individual profile fields}}\\
-After you have imported all your existing members, they are immediately available in the **Members** module. You can search for members there and call up and edit their profiles.
+After you have imported all your existing members, they are immediately available in the **Contacts** module. You can search for members there and call up and edit their profiles.
 ===== Create groups & roles =====
@@ Line 19: / Line 19: @@
 {{:en:2.0:roles:groups-roles-overview.png?500|groups & roles}}\\
 Now you should have created the rough structure of your group, organisation or club and assigned the various rights. If you find out later that you are missing roles or that the rights were not assigned well, you can always adjust them and slowly configure the system so that it works the way you want it to.
+===== Set up registration =====
+In the next step, you can set up the registration according to your wishes. Registration gives you two different options for dealing with your members. On the one hand, you can allow already created or imported members to access the system or you can allow new members to enter their personal data when registering so that you can then store them in the system. Both options are described in [[en:2.0:registration|a separate wiki article]]. \\
+{{:en:2.0:registration:registration-list.png?500|Registration settings}}\\
 ===== Important settings =====
@@ Line 24: / Line 28: @@
 Now go to the **Settings** module and select the area documented here:
   * **Regional settings** Starting here you need to set your language and maybe country specifics formats e.g. date and time.
-  * **Registration:** Here you can decide whether you want to allow new members to register via Admidio. You can also use registration to assign login details to existing members.
+  * **E-Mail delivery:** One of the most important areas in the configuration. If you have SMTP access to send  e-mails, it makes sense to use this. Also check with your hoster what restrictions they have on sending e-mails. Admidio offers a wide range of settings to adapt this to the hoster's conditions.
-  * **Email delivery:** One of the most important areas in the configuration. If you have SMTP access to send emails, it makes sense to use this. Also check with your hoster what restrictions they have on sending e-mails. Admidio offers a wide range of settings to adapt this to the hoster's conditions.
   * **Messages:** In addition to sending e-mails, you should also take a look at the settings for the Messages module. Here you can set or remove further settings which are relevant for a member when creating an e-mail.
-  * **System notifications:** You should also take a quick look here. In the beginning it makes sense to be notified of new entries or changes to profile data. This way you can see if everyone is using the system the way you want. You can also adapt the notification texts at this point.
+  * **System notifications:** You should also take a quick look here. In the beginning it makes sense to be notified of new entries or changes to profile data. This way you can see whether everyone is using the system as intended. You can also adapt the notification texts at this point.