With the dashboard being recently released it's more important for individual User Accounts to be linked to the corresponding person in their Churchteams database so the correct follow ups and volunteer schedule is displayed for them on the dashboard and so that the Text-to-ME links to them giving them the option to Login with their individual user account.
To that end I've made some recent changes to ensure that the initial account setup for the 30 day trial is linked to the User created for them and also I'm run a mass update matching directly on First Name, Last Name, and Email address to link most of the accounts accordingly. Additionally I've changed the user creation process to force them to search for a name before they can even see the fields to type in the user information so that most new user accounts should get correctly linked. Also if they create a user account for a person not in Churchteams it will create a new member profile in CT and match them to it so we should always have a link for new accounts moving forward.
In the event that a person isn't seeing their follow ups I've changed the page (UserAccountEntry.asp) where you edit an existing user where administratively now we have an option to see if the user is linked to a member profile and update it if needed to establish a link.
When editing a user account if you add &Edit=y to the end of the URL in the browser (as shown below) you can then see and search to change who the user account is linked to in terms of the member profile and then click Save.
As I mentioned I ran a mass update to match ones that have the same email as the user and the same first and last name but there are other ones that don't directly match to a member profile and so if you get a support ticket this is how you can check to see who (if anyone) a user is linked to and link it correctly. We made this a hidden/admin only option (via the URL/Query string parameter) thinking it's a very confusing thing to try and communicate and also moving forward hopefully the other changes prevent it from being an issue.