Polaris - Questions & answers for administrators (v03)

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Tuesday, March 7, 2023

Team Polaris

Here are the frequently asked questions and answers for Polaris administrators.

If you do not have an administration role, please see the FAQs for end-users. The complete FAQ list can be found here.

Please note, that not all questions and answers are available in all languages.

Frequently asked questions

Table of content (categories)

1) General

Where can I request help?

Where can I check the availability of the Polaris systems?

Training films on Polaris functions (Swedish)

How is Polaris organized?

Practical guidance for data protection

What are the tasks and duties of the Club Internet Communication Officer / Webmaster (CICO)?

New administration layout (collapsible sections)

Where is the name Polaris comming from?

2) Login

How can I install Polaris as an icon (direct link) on my smartphone?

How does the 2-factor authentication for administrators work?

3) Membership and member data management

Who are members, guests, visitors, prospects, etc. ?

Honorary membership explained in detail

Is doublemembership in Rotary and Rotaract possible?

How can I search for members?

What are member functions, roles and access rights in a club?

How do I set communication options for a member?

Attendance and presence in a nutshell

What is attendance and presence?

How do I transfer a member into another club?

How does the data exchange with Rotary International work?

4) Club organisation and club parameters

How do I use club location and meeting schedule?

How can I integrate restaurant into Polaris? (T)

5) Club Life (events, news, projects, galleries, etc.)

How can I search for articles (events, news, projects, etc.) and documents?

How do the Content blocks work?

How do I create and manage events?

How do I promote articles in slider and carousel?

How can I use tables in my articles?

6) Documents & Images

How can I upload files and images?

How do I work with documents, folders and archive?

What do you have to consider when publishing images?

How to work with main images in articles?

How do I crop and center images for the slider, the carousel and the listview?

7) Newsletters & E-Mails

Importing e-mail addresses into custom recipient groups

Who is the sender of the emails and newsletters and how can I change it?

Why don't all members receive the e-mails and newsletters?

Why forwarding of Polaris E-mails and Newsletters does not work?

8) Finance & Accounting

How to manage the accounting of events and members?

Club invoices and club member count

9) Serial letters

10) Statistics