Players

1. Enter a name in the search field.
2. Filter by Section, Designation, or Additional designation.
3. Searches include archived records automatically. With no search term, turn on Show archived for retired records.
4. While searching, choose Showing archived to hide archived records for that search.
5. Choose Reset to clear filters.

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 Section leader, Personnel manager, Librarian, or Board. 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. Set Designation, Primary section, and Additional designations.
4. Choose Create.

1. Open a member from Players.
2. Edit contact — Name, Email, Phone.
3. Edit profile — Designation, sections, dues exemption, roles, Admin notes.
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 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.

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 signups, Dues, or Email groups for that member's history. On Concert signups and Dues, choose a Season when you need a season other than the default. Concert signup edits use the same confirmation as the cycle table — completed payments stay paid. See Concert signups, Admin attendance, and Admin dues for cycle-wide workflows.

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 Section leaders to review who holds the role.
2. To assign, open a member → Edit profile, enable Section leader, and choose Save.

Roles control member visibility and staff permissions.

Inactive members are omitted from the directory and rosters; Conductor is not placed on rosters.