> For the complete documentation index, see [llms.txt](https://digitals-private-organization.gitbook.io/rizones45678.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://digitals-private-organization.gitbook.io/rizones45678.org/web-portal-guide/dashboard.md).

# Dashboard

Overview, Directory, Board of Directors, Past Presidents and Marketplace.

## Overview

A read only snapshot of your club: members, projects, TRF and awards. There is no Add, Edit or Delete here. Use it to see where things stand.

> **Screenshot slot:** the Club Dashboard, showing the left sidebar of modules and the Overview tab.

## Directory

Your member roster, with a search bar at the top right and an **Actions** column (view, edit, remove) on every row.

> **Screenshot slot:** the Member Directory list.

{% hint style="warning" %}
New members are set up for you by your **District Admin**. A Club Admin cannot create a brand new member record from this screen.
{% endhint %}

### Edit a member

{% stepper %}
{% step %}

### Go to Dashboard, then Directory

{% endstep %}

{% step %}

### Find the member

Search by name, email or mobile. Optional.
{% endstep %}

{% step %}

### Click the pencil icon

In that member's row.
{% endstep %}

{% step %}

### Update the fields

Name, Email, Mobile, Dates, Blood Group, Gender, Rotary ID, family details, Honorary status and more.
{% endstep %}

{% step %}

### Click Save Changes

{% endstep %}
{% endstepper %}

> **Screenshot slot:** the Edit Member form.

## Board of Directors

Your club's office bearers, by Rotary year. A clean Add, Edit and Delete list.

> **Screenshot slot:** the Board of Directors list.

### Add a board member

{% stepper %}
{% step %}

### Go to Dashboard, then Board of Directors

{% endstep %}

{% step %}

### Click + Add

Top right.
{% endstep %}

{% step %}

### Choose the person

**Existing member** searches your roster. **Non-member** creates a past year only entry with Name, Mobile and Email.
{% endstep %}

{% step %}

### Pick the Designation

President, Secretary, Treasurer, or another from the list.
{% endstep %}

{% step %}

### Confirm the Rotary Year

{% endstep %}

{% step %}

### Click Save Board Director

{% endstep %}
{% endstepper %}

> **Screenshot slot:** the Add Board Director form.

### Edit or delete

Click the **pencil** on a row to change the member or designation, or the **trash** icon to remove it, then confirm when prompted.

## Past Presidents

Your club's leadership history, one row per year.

> **Screenshot slot:** the Past Presidents list.

**Add:** click **+ Add Past President**, choose the Rotary Year and the member, or type a name for older pre-system years, then **Save**.

**Edit or delete:** use **Edit** or **Delete** on any row.

## Marketplace

A fourth Dashboard tab that appears only if your club has this module switched on. When enabled it follows the same Add, Edit and Delete pattern: post an item, then edit or delete your own listing.


---

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