Manage members
Add one member
1
Select the chapter
Confirm the chapter name at the top of the sidebar.
2
Open Members
Select Members in the sidebar.
3
Start the member form
Select Add Member.
4
Complete the application
Enter the required member information and choose the applicable membership type.
5
Save the member
Submit the form. The new record appears in the chapter’s member list or application workflow according to its state.
View or edit a member
1
Find the member
Open Members, then use the search and membership type filter to narrow the table.
2
Open the row menu
Use the menu at the end of the member’s row.
3
Choose an action
Select View to read the member’s application, Edit to change permitted details, or Send Activation Email when activation is required.
4
Save any changes
Submit the edit form and confirm the member table reflects the update.
Upload members from CSV
1
Open Upload Members
From the Members submenu or Members page, select Upload Members.
2
Choose a membership type
Select the membership type for the upload. The upload actions remain unavailable until a type is selected.
3
Download the template
Select Download Upload Template and enter the member data in the supplied format.
4
Upload the CSV
Start Upload Member CSV, choose the completed file, and submit it.
5
Wait for processing
The upload runs in the background. The app notifies you when processing finishes.
6
Review the upload archive
Use the archive table on the upload page to inspect the upload and any reported results.