Players

Use this matrix when a member asks what they can see. “Rostered concerts” means only cycles where a personnel manager has placed the member on the roster. Conductor roster rows supply that scope without adding signup or dues access.

Program and music includes each cycle's primary concert date. Rehearsal dates, locations, event links, and Calendar entries remain roster-scoped. Personnel managers add Substitutes to rosters; a Substitute’s signup response does not add or remove them. Inactive members keep Directory access even though their own record is omitted from its member listings.

1. Enter a name in the search field. Matches include everyday first and last names and any saved Print name used in concert programs.
2. Filter by Section, Designation, or Additional designation. On a narrow screen, open Filters and Table Options, then choose a filter to see its values. Choose Done after selecting several values to return to the menu. Sort and Columns are there too.
3. Searches include archived records automatically. Use Archived in the narrow-screen menu to hide, include, or show only archived records. On desktop, the archived button cycles through those choices.
4. Choose Reset to clear filters. On a narrow screen, choose Reset filters at the bottom of Filters and Table Options.

1. Apply the filters you need.
2. Open the header actions menu (⋯).
3. Choose Export CSV.

1. Select the members shown in the list.
2. Choose Edit properties.
3. Under Additional designations, choose Personnel manager, Librarian, Board, Marketing, or Can enter attendance. A mixed role adds it to everyone first; choose it again to remove it from everyone.
4. Choose Apply.

1. Open the header actions menu and choose Add player.
2. Enter First name, Last name, and Email.
3. The member's first and last name are used on printed concert programs and public-facing rosters by default, and in Player records and on the members site. Check Use a different name on printed programs and public rosters only when those public surfaces should show something else — the field starts with the first and last name.
4. Set Designation, Primary section, and Additional designations.
5. Choose Create.

1. Open a member from Players.
2. Edit contact — Name, Email, Phone, and printed-program and roster name settings. The member's first and last name are used on printed concert programs and public-facing rosters by default, and in Player records and on the members site. Check Use a different name on printed programs and public rosters only when those public surfaces should show something else — the field starts with the first and last name.
3. Edit profile — Designation, sections, dues exemption, roles, Admin notes. Substitute, Conductor, and Inactive members are automatically dues-exempt; the Dues exempt checkbox is checked and locked with status-specific guidance. For Active members, Dues exempt is an optional override with an admin-only reason. Entering a derived-exempt status clears any stored override and reason; returning to Active does not restore them. Saving a Designation or Dues exempt change — including self-reactivation, bulk property edits, the retained bulk designation action, and undo of those designation changes — refreshes dues determinations for today and future concert dates; past determinations remain locked. Returning to Active does not turn Auto-pay back on. When a member becomes dues-exempt (including derived statuses or an Active override), Opal turns Auto-pay off immediately, queues Stripe cleanup (remove saved cards and future draft invoices), and keeps current-season payments in the ledger. Confirm the change when the member already has successful payments this season. Track Auto-pay dues exemption teardown rows on System tools → Outbox; the member’s Dues tab shows pending or failed cleanup.
4. Edit other info — custom fields, including the admin-only Board email address used for a Board member’s Directory contact row (and their personnel-manager or librarian row when they hold both roles), and the admin-only Board role title shown after their name in the Directory Board group.
5. Choose Save on each form.

1. Open a member from Players.
2. Open the member actions menu and choose View as member.

You can look through the site as that member. This is a read-only version of what they see when they use the site, so you cannot make changes.

Choose Back to Admin when you are finished. Returning to Admin ends View As.

1. Open the member from Players and choose Edit profile.
2. Enable Can access Admin.
3. Let the member know that they can use Admin, then choose Save.

1. Open the member from Players, then open the header actions menu.
2. Read Password: set, Password: not set, or Password: unavailable.
3. Choose Remove password when the member should return to email-code sign-in. This does not end their current sessions.
4. Choose Revoke all sessions when the member needs to be signed out on every device. They can sign back in with an email code or password.
5. Review the confirmation and choose the same action again.

If an action is unavailable, focus or hover over it to read why. A member without a linked sign-in account cannot use either action.

Only a Super admin can permanently delete a Player, and only when the record has no roster, signup, attendance, dues, payment, email-group, custom-field, or other operational history.

1. Open the Player and choose Delete permanently from the header actions menu.
2. Copy or type the displayed full name into the confirmation field.
3. Choose Delete permanently.

Opal removes the Player immediately and tracks removal of any Clerk account in System tools → Outbox. Archive records with history instead.

Open a member and choose Attendance, Concert cycles, Dues, or Email groups. On Concert cycles and Dues, choose a Season when you need one other than the default. The Concert cycles table shows signup response, roster placement, dues, and cycle absences. The Dues table includes the stored Determination and reason; a missing past determination links to the matching Missing determinations search on Determinations.

Use a cycle's actions menu to add the member to the roster or remove them. Removal asks for confirmation and leaves their signup response and dues unchanged. An inactive member's add action is disabled with its reason.

To waive dues for one cycle, open the cycle's actions menu on Concert cycles or Dues and choose Exempt from dues for this cycle. See Exempt a member from dues for one cycle.

Choose an absence count to open Attendance records filtered to that cycle and member. A cycle absence counts an Absent mark for any event, or an unmarked past event when the member is rostered; Late marks do not count. See Concert signups, Admin attendance, and Admin dues for cycle-wide workflows.

1. Open a member's Email groups tab.
2. When the member has no rule mismatch, review the memberships listed under Email groups.
3. When a mismatch exists, read Expected and actual. Pending means a rule expects the membership but Opal has not recorded it. Needs attention means a rule-added membership no longer matches the saved rule.
4. Open Email groups → Needs attention and fix the exact membership row. To change who the full rule matches, open the email group's Rules tab instead. See Email groups.

An amber attention icon next to a member's email-group count on the Players list means at least one of their group memberships has an unresolved Google Workspace or membership-rule mismatch. Hover over or focus the icon to see the number of mismatches by type.

1. Open the Needs follow-up tab.
2. Enter an Email address and choose Save, or open the member to add email on the profile.

1. Open Sections to review section leaders across the orchestra.
2. To assign one, open a member → Edit profile and select their primary or secondary section.
3. Open the ellipsis menu beside that section and choose Make section leader.
4. Choose a position, then choose Save.

Section leader appointments are independent of Can enter attendance. Appointing a leader does not grant Enter attendance on the members site.

1. Open a member from Players and choose Edit profile, or use Edit properties for a bulk change.
2. Under Additional designations, enable Can enter attendance.
3. Choose Save or Apply.