Draft:Video Presentation (Dolibarr features) - Membership management

Back to home page of
the Dolibarr foundation

(Draft page, no need to be translated)

Storyboard for Membership Module

English

Video Title: Membership Management in Dolibarr

Voice Over	Visuals in the Video
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.	Show the standard intro animation with video title “Membership Management in Dolibarr”.
Prerequisites
Activate the module "Members" from the menu Home - Setup - Modules.	Enable the Members module.
Grant permission on the “Members” module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".	Grant permissions on the “Members” module.
Creating a Member
The Members module can be used to manage the members of a foundation and their subscription. Click on the appropriate menu link to add a new member.	From the Home dashboard, click on the Members menu. Click on New Member.
Provide a username and password.	Enter a username and password
Choose a member type and the nature of the member.	Choose a member type
Note that you can create new member types from the Member types menu. Specify if subscription is required and if voting is allowed. Duration defines the membership duration.	Click on Member types. Click on New and show the Member type creation screen.
Coming back to the member creation process, provide personal details such as the member’s name and address. Click on the button to create the member.	Transition back to Create Member screen.
Once created, the member is in the Draft status. Click on the “Validate” button to validate the member. The status now changes to “Validated and awaiting subscription”.	Perform the actions as in the voice over.
Adding a Subscription for the Member
Click on the “Subscriptions” tab and click on the appropriate button to create a subscription. Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action. Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction. Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.
New members can also self-register and self-subscribe using the public self-subscription page. If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.	Go on the public page (url is provided into setup of the module Member) and send a subscription.
Module Features
You can upload any files for a particular member by using the appropriate menu.	Click Upload Files tab and upload a file.
The Events and Agenda tab captures all the events related to the member.	Click the tab and show the events.
If you wish to terminate the member, click on the appropriate button.	Show clicking Terminate and show the resulting popup.
Click on the “List” menu to list all the members. The list views are also available based on the member status such as “Draft”, “Validated”, “Up to date”, “Out of date” and “Terminated”.	Show the list views.
“Statistics” provides a birds-eye-view of all members and member subscriptions.	Show Statistics with filtering.
You can generate business cards for all members or specific members from the appropriate menu. Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.	Click and show the Members business cards menu.
Use the “Tags” menu to categorize members based on tags. You can create your own custom tags and map members to those tags.	Click the tags menu. Click on a tag to show the members listed for that tag.
Renewal of subscription
Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.	Enable the module and go into home setup - administration - scheduled task to show the task.
If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email. So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.	Go into templates of email in home - tools - email templates) and open the template "SendingReminderForExpiredSubscription" and show that keyword __ONLINE_PAYMENT_TEXT_AND_URL__ that is inside the email template.
There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page. You can also add your own custom fields and define default values or mandatory fields.	Show creating a custom field and show it available in the creation page.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Standard ending with text and animation.

Translation in Spanish

Video Title: Gestión de Afiliaciones en Dolibarr

Voice Over in English	Voice Over in Translated Language
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.	Bienvenido a este videotutorial sobre el sistema ERP y CRM Dolibarr. En este vídeo, veremos cómo utilizar el módulo "Miembros" para gestionar los miembros de la organización en Dolibarr.
Prerequisites	Requisitos Previos
Activate the module "Members" from the menu Home - Setup - Modules.	Activar el módulo "Miembros " desde el menú Inicio - Configuración - Módulos.
Grant permission on the “Members” module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".	Conceda permisos en el módulo "Miembros" a sus usuarios. Para obtener información más avanzada sobre cómo configurar los permisos a los usuarios, puede ver nuestro vídeo "Usuarios, Grupos y Permisos".
Creating a Member	Crear un Miembro
The Members module can be used to manage the members of a foundation and their subscription.	El módulo "Miembros" puede utilizarse para gestionar los miembros de una organización y su afiliación.
Click on the appropriate menu link to add a new member.	Haga clic en el enlace correspondiente del menú para añadir un nuevo miembro.
Provide a username and password.	Indique un nombre de usuario y una contraseña.
Choose a member type and the nature of the member.	Elija un tipo de miembro y la naturaleza del mismo.
Note that you can create new member types from the Member types menu.	Tenga en cuenta que puede crear nuevos tipos de miembros desde el menú Tipos de Miembros.
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.	Especifique si la afiliación es obligatoria y si se permite votar. La duración define la duración de la afiliación.
Coming back to the member creation process, provide personal details such as the member’s name and address. Click on the button to create the member.	Volviendo al proceso de creación de miembros, proporcione datos personales como el nombre y la dirección del miembro. Haga clic en el botón para crear el miembro.
Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.	Una vez creado, el miembro estará en estado Borrador. Haga clic en el botón "Validar" para validar el miembro.
The status now changes to “Validated and awaiting subscription”.	El estado cambia a "Validado y en espera de suscripción".
Adding a Subscription for the Member	Añadir una Afiliación para el Miembro
Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.	Haga clic en la pestaña "Afiliaciones" y pulse el botón correspondiente para crear una afiliación.
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.	Elija las fechas de inicio y de finalización de la afiliación e introduzca el importe de la misma. Elija la acción adicional que corresponda.
Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.	Tenga en cuenta que si el miembro está vinculado a un tercero, se pueden escoger las opciones de factura para la tramitación de la afiliación.
Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.	De lo contrario, puede introducir la información de pago pertinente para registrar los datos de pago de la transacción de afiliación.
New members can also self-register and self-subscribe using the public self-subscription page.	Los nuevos miembros también pueden autorregistrarse y autosuscribirse utilizando la página pública de autosuscripción.
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.	Si ha habilitado un módulo de pago online como Stripe o Paypal, puede configurar la aplicación para que el usuario pueda realizar el pago de la afiliación justo después del registro. El miembro y la afiliación se registrarán automáticamente y el usuario recibirá un e-mail. También se puede adjuntar automáticamente la factura al e-mail.
Module Features	Características del Módulo
You can upload any files for a particular member by using the appropriate menu.	Puede cargar cualquier archivo para un miembro en particular utilizando el menú correspondiente.
The Events and Agenda tab captures all the events related to the member.	La pestaña de Eventos y Agenda captura todos los eventos relacionados con el miembro.
If you wish to terminate the member, click on the appropriate button.	Si desea dar de baja a un miembro, haga clic en el botón correspondiente.
Click on the “List” menu to list all the members.	Haga clic en el menú "Lista" para enumerar todos los miembros.
The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.	Las vistas de lista también están disponibles en función del estado del miembro, como "Borrador", "Validado", "Sin suscripción", "Al día", "Fuera de plazo" y "Cancelado".
“Statistics” provides a birds-eye-view of all members and member subscriptions.	Las "Estadísticas" proporcionan una visión general de todos los miembros y de las afiliaciones de los miembros.
You can generate business cards for all members or specific members from the appropriate menu.	Puede generar tarjetas de visita para todos los miembros o para miembros específicos desde el menú correspondiente.
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.	Elija un formato y haga clic en el botón para generar las tarjetas de visita correspondientes en formato PDF, que pueden enviarse a imprimir.
Use the “Tags” menu to categorize members based on tags.	Utilice el menú "Etiquetas" para clasificar a los miembros en función de las etiquetas.
You can create your own custom tags and map members to those tags.	Puede crear sus propias etiquetas personalizadas y asignar los miembros a esas etiquetas.
Renewal of subscription	Renovación de la Afiliación
Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.	Habilite el módulo Tareas Programadas, para que se ejecute una tarea automatizada cada día con el fin de enviar recordatorios por e-mail a los miembros cuya afilicación ha caducado y debe ser renovada.
If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.	Si ha habilitado un módulo de pago como Stripe o Paypal, también puede añadir un enlace de pago editando la plantilla de e-mail configurada para el correo de recordatorio de renovación.
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.	Así, el miembro podrá realizar el pago haciendo clic en el enlace del e-mail, y la afiliación y la factura se generarán y registrarán de forma automática.
There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.	También hay muchas otras características que se pueden habilitar desde la configuración del módulo, como las plantillas de e-mail y el enlace para la página pública de autorregistro y autosuscripción.
You can also add your own custom fields and define default values or mandatory fields.	También puede añadir sus propios campos personalizados y definir valores por defecto o campos obligatorios.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Gracias por ver este video tutorial. Visite www.dolibarr.org para obtener más información.

Translation in French

Video Title: Gestion d'association et adhérents avec Dolibarr

Voice Over in English	Voice Over in Translated Language
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.	Bienvenue dans ce tutoriel vidéo sur le système ERP et CRM Dolibarr. Dans cette vidéo, nous allons voir comment utiliser le module "Gestion des adhérents" pour gérer les membres d'une association dans Dolibarr.
Prerequisites	Pré-requis
Activate the module "Members" from the menu Home - Setup - Modules.	Activer le module "Gestion des adhérents" à partir du menu Accueil - Paramètres - Modules.
Grant permission on the “Members” module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".	Accordez des autorisations sur le module "Adhérents" à vos utilisateurs. Pour plus d'informations sur la configuration des autorisations pour les utilisateurs, vous pouvez regarder notre vidéo "Utilisateurs, groupes et autorisations".
Creating a Member	Création d’un membre
The Members module can be used to manage the members of a foundation and their subscription.	Le module "Adhérents" peut être utilisé pour gérer les membres d'une association et leurs cotisations.
Click on the appropriate menu link to add a new member.	Cliquez sur le lien du menu approprié pour ajouter un nouveau adhérent.
Provide a username and password.	Fournissez un nom d'utilisateur et un mot de passe.
Choose a member type and the nature of the member.	Choisissez un type d'adhérent et la nature de l'adhérent.
Note that you can create new member types from the Member types menu.	Notez que vous pouvez créer de nouveaux types d'adhérents à partir du menu Types d'adhérents.
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.	Indiquez si le cotisation est obligatoire et si le vote est autorisé. La durée définit la durée de l'adhésion.
Coming back to the member creation process, provide personal details such as the member’s name and address. Click on the button to create the member.	Revenez au processus de création d'adhérent, fournissez les détails personnels tels que le nom et l'adresse de l'adhérent. Cliquez sur le bouton pour créer l'adhérent.
Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.	Une fois créé, l'adhérent est au statut "Brouillon". Cliquez sur le bouton "Valider" pour le valider.
The status now changes to “Validated and awaiting subscription”.	Le statut passe alors à "Validé et en attente de cotisation".
Adding a Subscription for the Member	Ajout d'une cotisation pour l'adhérent
Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.	Cliquez sur l'onglet "Cotisations" et cliquez sur le bouton approprié pour créer une cotisation.
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.	Choisissez les dates de début et de fin de l'adhésion et saisissez le montant de la cotisation. Choisissez l'action complémentaire appropriée.
Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.	Notez que si un adhérent est lié à un tiers, les options de facturation peuvent être choisies pour la cotisation.
Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.	Autrement, vous pouvez saisir les informations de paiement appropriées pour définir les détails du paiement de la cotisation.
New members can also self-register and self-subscribe using the public self-subscription page.	Les nouveaux adhérent peuvent également s'auto-inscrire et s'auto-abonner en utilisant la page publique d'auto-adhésion.
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.	Si vous avez activé un module de paiement en ligne comme Stripe ou Paypal, vous pouvez configurer l'application de sorte que l'utilisateur puisse effectuer le paiement de sa cotisation juste après l'inscription. L'adhérent et la cotisation seront automatiquement enregistrés et l'utilisateur recevra un e-mail. La facture peut également être automatiquement jointe à l'e-mail.
Module Features	Caractéristiques du module
You can upload any files for a particular member by using the appropriate menu.	Vous pouvez télécharger n'importe quel fichier pour un adhérent particulier en utilisant le menu approprié.
The Events and Agenda tab captures all the events related to the member.	L'onglet Événements et Agenda contient tous les événements liés à l'adhérent.
If you wish to terminate the member, click on the appropriate button.	Si vous souhaitez résilier ou exclure l'adhérent, cliquez sur le bouton approprié.
Click on the “List” menu to list all the members.	Cliquez sur le menu "Liste" pour lister tous les adhérents.
The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.	Des listes pré-filtrés sont également disponibles en fonction du statut de l'adhérent, à savoir "Brouillon", "Validé", "Sans abonnement", "A jour", "Périmé" et "Résilié".
“Statistics” provides a birds-eye-view of all members and member subscriptions.	La rubrique "Statistiques" offre une vue d'ensemble de tous les adhérents et de leurs cotisations.
You can generate business cards for all members or specific members from the appropriate menu.	Vous pouvez générer des cartes de visite pour tous les adhérents ou pour des adhérents en particuliers à partir du menu approprié.
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.	Choisissez un format et cliquez sur le bouton pour générer les cartes de visite appropriées au format PDF, lesquelles peuvent ensuite être envoyées pour impression.
Use the “Tags” menu to categorize members based on tags.	Utilisez le menu "Catégories" pour classer les adhérents en fonction des catégories libres.
You can create your own custom tags and map members to those tags.	Vous pouvez créer vos propres tags/catégories personnalisées et y associer les adhérents.
Renewal of subscription	Renouvellement de l'adhésion
Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.	Activez le module Tâche Planifiée, afin qu'une tâche automatique soit exécutée chaque jour pour envoyer des rappels par e-mail aux adhérents dont l'adhésion a expiré et doit être renouvelée.
If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.	Si vous avez activé un module de paiement comme Stripe ou Paypal, vous pouvez également ajouter un lien de paiement en modifiant le modèle d'e-mail configuré pour l'e-mail de rappel de renouvellement.
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.	Ainsi, le membre pourra effectuer le paiement en cliquant sur le lien dans l'email. La cotisation et la facture seront automatiquement générées et enregistrées.
There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.	De nombreuses autres fonctions peuvent être activées à partir de la configuration du module, comme les modèles d'e-mail, des options pour la page publique d'auto-inscription.
You can also add your own custom fields and define default values or mandatory fields.	Comme pour tout module Dolibarr, vous pouvez aussi ajouter vos propres champs personnalisés et définir des valeurs par défaut ou des champs obligatoires.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Merci d'avoir regardé ce tutoriel vidéo. Visitez www.dolibarr.org pour en savoir plus.

Translation in German

Video Title: Verwaltung von Mitgliedschaften in Dolibarr

Voice Over in English	Voice Over in Translated Language
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.	Willkommen zu diesem Video-Tutorial über das Dolibarr ERP- und CRM-System. In diesem Video erfahren Sie, wie Sie das Modul "Mitglieder" zum Verwalten von Vereinsmitgliedern in Dolibarr verwenden.
Prerequisites	Voraussetzungen
Activate the module "Members" from the menu Home - Setup - Modules.	Aktivieren Sie das Modul "Mitglieder" aus dem Menü Home - Setup - Module.
Grant permission on the “Members” module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".	Erteilen Sie Ihren Benutzern die Berechtigung für das Modul “Mitglieder". Weitere Informationen zum Einrichten von Berechtigungen für Benutzer finden Sie in unserem Video "Benutzer, Gruppen und Berechtigungen".
Creating a Member	Ein Mitglied erstellen
The Members module can be used to manage the members of a foundation and their subscription.	Mit dem Modul Mitglieder können Sie die Mitglieder eines Vereins und deren Mitgliedschaft verwalten.
Click on the appropriate menu link to add a new member.	Klicken Sie auf das entsprechende Menü, um ein neues Mitglied hinzuzufügen.
Provide a username and password.	Geben Sie einen Benutzernamen und ein Passwort ein.
Choose a member type and the nature of the member.	Wählen Sie einen Mitgliedstyp und die Art des Mitglieds.
Note that you can create new member types from the Member types menu.	Beachten Sie, dass Sie über das Menü Elementtypen neue Mitgliedstypen erstellen können.
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.	Geben Sie an, ob eine Mitgliedsgebühr verrechnet wird und ob es sich um eine Mitgliedschaft mit Stimmrecht handelt. Dauer definiert die Dauer der Mitgliedschaft.
Coming back to the member creation process, provide personal details such as the member’s name and address. Click on the button to create the member.	Wenn Sie zum Erstellungsprozess des Mitglieds zurückkehren, geben Sie die restlichen persönliche Daten, wie den Namen und die Adresse des Mitglieds an. Klicken Sie auf die Schaltfläche, um das Mitglied zu erstellen.
Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.	Nach der Erstellung befindet sich das Mitglied im Entwurfsstatus. Klicken Sie auf die Schaltfläche "Bestätigen", um das Mitglied freizugeben.
The status now changes to “Validated and awaiting subscription”.	Der Status ändert sich nun zu "Freigegeben (Beitrag ausstehend)".
Adding a Subscription for the Member	Eine Mitgliedschaft hinzufügen
Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.	Klicken Sie auf die Registerkarte "Mitgliedsbeiträge" und dann auf die Schaltfläche "Beitrag erstellen", um einen Mitgliedsbeitrag zu erfassen.
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.	Wählen Sie das Start- und Enddatum und geben Sie den Betrag ein. Wählen Sie die geeignete ergänzenden Informationen.
Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.	Beachten Sie, dass die Rechnungsoptionen für die Transaktion ausgewählt werden können, wenn das Mitglied mit einem Geschäftspartner verbunden ist.
Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.	Andernfalls können Sie die entsprechenden Zahlungsinformationen eingeben, um die Zahlungsdetails für die Transaktion zu erfassen.
New members can also self-register and self-subscribe using the public self-subscription page.	Neue Mitglieder können sich auch über die öffentliche Seite selbst registrieren.
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.	Wenn Sie ein Online-Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie die Anwendung so einrichten, dass der Benutzer die Zahlung des Mitgliedsbeitrags unmittelbar nach der Registrierung vornehmen kann. Das Mitglied und die Zahlung werden automatisch aufgezeichnet und der Benutzer erhält eine E-Mail. Die Rechnung kann auch automatisch an die E-Mail angehängt werden.
Module Features	Funktionen des Moduls
You can upload any files for a particular member by using the appropriate menu.	Sie können beliebige Dateien für ein bestimmtes Mitglied über das entsprechende Menü hochladen.
The Events and Agenda tab captures all the events related to the member.	Auf der Registerkarte Ereignisse und Agenda werden alle Ereignisse erfasst, die sich auf das Mitglied beziehen.
If you wish to terminate the member, click on the appropriate button.	Wenn Sie die Mitgliedschaft aufheben möchten, klicken Sie auf die entsprechende Schaltfläche.
Click on the “List” menu to list all the members.	Klicken Sie auf das Menü "Liste", um alle Mitglieder aufzulisten.
The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.	Die Listenansichten sind auch basierend auf dem Mitgliedsstatus verfügbar, z. B. "Entwurf", "Freigegeben", "Ohne Mitgliedschaft", "Aktuell", "Veraltet" und "Deaktiviert".
“Statistics” provides a birds-eye-view of all members and member subscriptions.	"Statistik" bietet Berichte und Reports zu allen Mitgliedern und Mitgliedsbeiträgen.
You can generate business cards for all members or specific members from the appropriate menu.	Sie können Visitenkarten für alle Mitglieder oder bestimmte Mitglieder aus dem entsprechenden Menü generieren.
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.	Wählen Sie ein Format und klicken Sie auf die Schaltfläche, um die entsprechenden Visitenkarten im PDF-Format zu generieren, die zum Drucken gesendet werden können.
Use the “Tags” menu to categorize members based on tags.	Verwenden Sie das Menü "Kategorien", um Mitglieder zu kategorisieren.
You can create your own custom tags and map members to those tags.	Sie können Ihre eigenen benutzerdefinierten Kategorien erstellen und Mitgliedern diese zuordnen.
Renewal of subscription	Erneuerung der Mitgliedschaft
Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.	Aktivieren Sie das Modul "Geplante Aufgabe", sodass täglich eine automatisierte Aufgabe ausgeführt wird, um E-Mail-Erinnerungen an Mitglieder zu senden, deren Mitgliedschaft abgelaufen ist und erneuert werden muss.
If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.	Wenn Sie ein Zahlungsmodul wie Stripe oder Paypal aktiviert haben, können Sie auch einen Zahlungslink hinzufügen, indem Sie die E-Mail-Vorlage bearbeiten, die für die E-Mail zur Erneuerungserinnerung konfiguriert ist.
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.	So kann das Mitglied die Zahlung durch Klicken auf den Link in der E-Mail vornehmen. Damit wird die Mitgliedschaft verlängert und die Rechnung automatisch generiert und gespeichert.
There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.	Es gibt auch viele andere Funktionen, die über das Modul-Setup aktiviert werden können, z. B. E-Mail-Vorlagen und den Link für die öffentliche Vereinsseite.
You can also add your own custom fields and define default values or mandatory fields.	Sie können auch eigene benutzerdefinierte Felder hinzufügen und Standardwerte oder Pflichtfelder definieren.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Vielen Dank, dass Sie sich dieses Video-Tutorial angesehen haben. Besuchen Sie www.dolibarr.org, um mehr zu erfahren.

Translation in Dutch

Video Title: Leden beheer in Dolibarr

Voice Over in English	Voice Over in Translated Language Dutch
Welcome to this video tutorial about the Dolibarr ERP and CRM system. In this video, we will look at how to use the “Members” module for managing foundation members in Dolibarr.	Welkom bij deze video tutorial van het Dolibarr ERP en CRM systeem. In deze video laten we zien hoe de module 'Leden' werkt voor het bijhouden van een ledenadministratie voor uw vereniging of stichting.
Prerequisites	Voorbereiding
Activate the module "Members" from the menu Home - Setup - Modules.	Activeer de module 'Leden' in het menu Home->Setup->Modules
Grant permission on the “Members” module for your users. For more advanced information on how to setup permissions to users, you can watch our video "Users, Groups and Permissions".	Wijs de rechten op de modules toe aan uw gebruikers. Voor meer informatie over het toewijzen van rechten aan de gebruikers, kun je de video 'Gebruikers & groepen' bekijken.
Creating a Member	Nieuw lid aanmaken
The Members module can be used to manage the members of a foundation and their subscription.	De Leden module kan gebruikt worden om leden te beheren voor een stichting of vereniging met bijbehorende abonnementen.
Click on the appropriate menu link to add a new member.	Klik op 'nieuw lid' in het menu leden voor het aanmaken van een nieuw lid.
Provide a username and password.	Geef de 'login-naam' aan en het 'wachtwoord'.
Choose a member type and the nature of the member.	Kies het type lidmaatschap en de aard van het lid.
Note that you can create new member types from the Member types menu.	Merk op dat je nieuwe type leden kunt opvoeren in het ledentypes menu.
Specify if subscription is required and if voting is allowed. Duration defines the membership duration.	Geef aan of een gekoppeld abonnement of contributie verplicht is en of stemmen is toegestaan. De aan te geven duur geeft de looptijd van het type lidmaatschap aan.
Coming back to the member creation process, provide personal details such as the member’s name and address. Click on the button to create the member.	Wanneer we teruggaan naar het aanmaakproces van een nieuw lid, kunnen we persoonlijke informatie opgeven zoals de naam en het adres van het lid. Klik op 'Creëer Lid' om het nieuwe lid aan te maken.
Once created, the member is in the Draft status. Click on the “Validate” button to validate the member.	Als het lid is aangemaakt bevindt het lid zich in de concept status. Klik op de Valideerknop om het lid te valideren als nieuw lid.
The status now changes to “Validated and awaiting subscription”.	De status van het lid is nu veranderd naar "Gevalideerd, wachtend op abonnement".
Adding a Subscription for the Member	Abonnement toevoegen voor het lid
Click on the “Subscriptions” tab and click on the appropriate button to create a subscription.	Klik op de 'Abonnementen' tab en klik op de Creëer knop om een abonnement aan te maken.
Choose the subscription start and end dates and enter the subscription amount. Choose the appropriate complementary action.	Kies de begin- en einddatum van het abonnement en voer de hoeveelheid abonnementsgeld of contributie in. Kies vervolgens een bijbehorende actie om de inschrijving compleet te maken.
Note that if the member is linked to a third party, the invoice options can be chosen for the subscription transaction.	Merk op dat wanneer een lid is gekoppeld aan een relatie, de factuuropties beschikbaar zijn voor een abonnements betaling.
Otherwise, you can enter the relevant payment information to capture the payment details for the subscription transaction.	Wanneer het geen gekoppelde relatie betreft, kun je met de optie 'Aanmaken factuur en betaling in bankboek', de relevante betaal informatie invoeren.
New members can also self-register and self-subscribe using the public self-subscription page.	Nieuwe leden kunnen ook zichzelf registreren en abonneren via de publieke abonneerpagina.
If you have enabled an online payment module like Stripe or Paypal, you can setup the application so that the user will be able to make the subscription payment just after the registration. The member and the subscription will be automatically recorded and the user will receive an email. The invoice can also be automatically attached to the email.	Wanneer je een online betaalmodule hebt geactiveerd zoals Stripe of Paypal, kun je het systeem zodanig instellen dat het lid meteen de mogelijkheid heeft om de betaling voor het abonnementsgeld te voldoen na de registratie. Het nieuwe lid met ontvangen bedrag wordt vervolgens automatisch vastgelegd en het lid ontvangt hierover een email. De factuur kan ook automatisch als bijlage aan deze mail worden toegevoegd.
Module Features	Module functies
You can upload any files for a particular member by using the appropriate menu.	Je kunt bestanden uploaden voor een specifiek lid in de tab voor gekoppelde bestanden.
The Events and Agenda tab captures all the events related to the member.	De gebeurtenissen/agenda tab houdt netjes alle gebeurtenissen bij van het betreffende lid.
If you wish to terminate the member, click on the appropriate button.	Wanneer je een lid wilt beëindigen, klik dan op de knop Afbreken.
Click on the “List” menu to list all the members.	Via het menu 'Lijstoverzicht' kunnen alle leden worden bekeken.
The list views are also available based on the member status such as “Draft”, “Validated”, “Without Subscription”, “Up to date”, “Out of date” and “Terminated”.	De lijstweergave is ook beschikbaar met filters op de verschillende statussen van een lid, zoals concept, gevalideerde, bijgewerkte leden met abonnement, niet bijgewerkte leden met verlopen abonnement of verwijderde leden.
“Statistics” provides a birds-eye-view of all members and member subscriptions.	Statistieken geeft een mooi overzicht van alle leden en abonnementen.
You can generate business cards for all members or specific members from the appropriate menu.	Het is mogelijk om visitekaartjes aan te maken voor alle leden of specifieke leden via de bijbehorende menu optie.
Choose a format and click on the button to generate the appropriate business cards in the PDF format, which can them be sent for printing.	Kies hierbij het formaat en klik op de knop om de betreffende visitekaartjes in een PDF document aan te maken. Deze kan vervolgens naar een printer worden gestuurd om af te drukken.
Use the “Tags” menu to categorize members based on tags.	Gebruik het 'Labels/categorieën' menu om leden in te delen naar verschillende categorieën.
You can create your own custom tags and map members to those tags.	Je kunt je eigen labels maken en deze toekennen aan de leden.
Renewal of subscription	Verlengen van het abonnement
Enable the module Scheduled Task, so that an automated task will be run every day to send email reminders to members whose subscription has expired and needs to be renewed.	Zet de Geplande taken module aan zodat dagelijks een automatische taak zal starten om herinneringen te sturen aan leden van wie het abonnement is verlopen en moet worden verlengd.
If you have enabled a payment module like Stripe or Paypal, you can also add a payment link by editing the email template configured for the renewal reminder email.	Als je een betaalmodule als Stripe of Paypal geactiveerd hebt, kun je ook een betaallink opnemen in de email template die geconfigureerd staat voor de herinnerings-email.
So, the member will be able to make the payment by clicking on the link in the email, and the subscription and invoice will be automatically generated and recorded.	Een lid krijgt zo de mogelijkheid om een betaling te doen door te klikken op de betaallink in de email. Vervolgens wordt automatisch het abonnement en de factuur aangemaakt en opgeslagen.
There are also plenty of other features that can be enabled from the module setup such as email templates and the link for the public self-registration and self-subscription page.	Er zijn een heleboel andere functies die kunnen worden geactiveerd via de setup zoals email templates beheren en een link voor de publieke pagina voor in- en uitschrijven.
You can also add your own custom fields and define default values or mandatory fields.	U kunt ook aanvullende attributen toevoegen aan de module en default waarden of verplichte velden opgeven.
Thank you for watching this video tutorial. Visit www.dolibarr.org to learn more.	Bedankt voor het bekijken van deze video tutorial. Als u meer wilt leren over Dolibarr, kijk dan op www.dolibar.org!