This Page provides for details regarding a member’s contact and personal information. When you are in the Members window and you select a specific member, you bring up a new window with the user’s profile and you are given six menu options: Overview; Masonic Info; Dues & Payments; Notes; Login Access; Change Log. Overview …
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Instructions: Profile
The Profile icon (last of the three icons) gives you only two options on its drop down menu, Account Settings and Log Out. Account Settings This is where you input your personal contact information and preference; this includes title designation, name details, street address and other street address if necessary. Log Out When you select …
Instructions: Settings
The Settings icon (center, above) offers several options for administrative maintenance. The following are some of these options: Theme Depending upon your organization, Masonic.ly lets you change the color theme of the application to fit your group’s colors and enter its official title. Officers Select the officers of your organization and save them so that …
Instructions: Finance Page
Within the Transaction section of the Financial Page, the options permitted are the Check Requests (payouts) and the Deposit Requests (pay-ins). From these options, you are able to view all transactions to keep account of your organizations finances. Input of money spent and received can be completed by selecting the red …
Instructions: Members Page
Members This page focuses on the membership roster, along with contact and profile information. On the left are View options so that you can choose various profile fields to adjust your visual roster listing based upon what specific information you will need and to the right are icons for search engine, column filter and a …
Instructions: Home Page
Header Banner The blue header banner consists of the following options based upon a specific text or icon listed (from left to right) Note: If you move your cursor over the icon it will tell you what it does: Name of Organization – This is not a selection, but rather the organizational title and identifier …
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