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en:2.0:getting_started [2024/11/08 12:25] – [Important settings] greno | en:2.0:getting_started [2024/11/09 10:50] (current) – fasse | ||
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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.\\ | 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.\\ | ||
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- | 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 ===== | ===== Create groups & roles ===== | ||
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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. | 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. | ||
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+ | ===== 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: | ||
+ | {{: | ||
===== Important settings ===== | ===== Important settings ===== | ||
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Now go to the **Settings** module and select the area documented here: | 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. | * **Regional settings** Starting here you need to set your language and maybe country specifics formats e.g. date and time. | ||
- | * **Registration: | ||
* **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' | * **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' | ||
* **Messages: | * **Messages: | ||
* **System notifications: | * **System notifications: |