Member Records & User Invitations

Viewing documentation for: Scout

Scout focus

Focus on personal account actions, event signup, and age-appropriate access boundaries.

  • Review what can be self-managed versus what requires parent or leader action.
  • Check transaction request and event deadline rules before submitting changes.

TroopForge separates roster identity from login identity so member data stays stable before account access is granted.

This guide covers the full member record and user invitation lifecycle with role-specific visibility and permission boundaries.

How Member Records and User Accounts Connect

  • Members are created first, then invited to log in.
  • Scouts cannot view the member list.
  • Leaders and treasurers manage member creation and updates.
  • Every member gets a scout account automatically at creation.

Member Profile Experience

Member Profile centralizes data needed for operations, compliance, and financial follow-up.

Core Identity and Compliance

  • Personal Information with contact and age details.
  • Membership Information including role type, family, and adult/minor status.
  • Form Records with status markers (On File, Expired, Missing).

Financial and Event Context

  • My Scout Account summary with current, available, reserved, and liability totals.
  • Outstanding Charges with due-date status and direct Pay links.
  • Family-level cross-view cards such as Family Scout Accounts for parent workflows.

Accepting an Invitation

  1. Open the invitation email link.
  2. Sign in or create your account if prompted.
  3. Review the organization invitation and choose Accept or Decline.
  4. Accept creates the account user and links it to the selected member record.

Related Documentation