graviti ams
Back to resources
Search

Member management with Graviti system

Managing and registering members on Graviti admin

How do l add members to the platform?


The Members Module serves as the central hub for managing all registered system member records (profiles). This module is designed to streamline the administration of member data, enhance communication, and improve overall user engagement. Here are the key features and functionalities available within this module explained below.

HOW DO I ADD MEMBERS TO THE PLATFORM?

There are two ways to add members to the platform:

  • Individual capture: you can add a member by clicking on the “Add New” button to start.
  • Bulk importing: you can bulk import members to the portal instead of capturing them one at a time by using the template provided for the import and clicking on the “Import” button.

NB: The members can self-register themselves as well. The feature and its functionality will be elaborated on in the member user manual.

 

HOW DO I INDIVIDUALLY ADD A NEW MEMBER?

When you click on the “Add New” button, you will get to the page where the member’s details can be captured. The data fields that need to be captured are grouped into sections or tabs:

  • Profile

The details required consist of:

    • First name: the first name of the member
    • Last name: the last name of the member
    • Middle name: the middle name of the member
    • User identifier: the email used by the member
    • Date of birth: the member’s date of birth
    • Identification type: there are three identification types that the member can select from:
      • National Identification
      • Passport
      • Driver’s license
    • Identification number: the identification number displayed on the record of the identification type selected.
    • Gender: the gender of the member, chosen from the available drop-down list.
    • Title: the title of the member, chosen from the drop-down list of titles.
    • Race: the race of the member, choosing from the available drop-down list of races.
    • Chapter: assigning a chapter to the member, choosing from the drop-down list of available chapters
    • Home language: the home language spoken by the member, choosing from the available drop-down list of languages.
    • Communication language: the communication language preferred by the member, choosing from the available drop-down list of languages.
    • Professional number: the unique member identifier professional number.
    • Membership number: the unique member identifier membership number.
    • Membership status: the membership status assigned to the member, chosen from the available drop-down list of statuses.
    • Group type: the membership group type the member is being registered to, choosing from the available drop-down list of member groups.
    • Start date: the date on which the member started using the association services.
    • End date: the date on which the member’s membership will expire. They can choose to renew it if necessary.
    • Date joined: the date on which the member record was added to the system
    • Account number: the member’s bank account number that will be used when invoicing and when the member is making payments.
    • Practice number: the practice number of the practice the member belongs to
    • Biography: the member’ biographical details

Once all the profile details have been captured, click on the “Submit” button to save.

The back navigation button is for the admin to be able to navigate back to the module or section main page.

The saved member record will display on the Member Module main page.

The members module main page has two display layouts: the grid and the table layout. You can choose any you wish to use. The illustrations below are based on the table layout format. 

Click on the member record “Action” button; a dropdown list of options will display. Click on any option and continue capturing the member’s additional details.

If you do not want to capture the details according to the order of the dropdown or the tabs displayed, you can navigate from tab to tab until you have completed all tabs.

The back navigation button is for the admin to be able to navigate back to the module or section main page.

Next | Managing member contacts on Graviti admin

Related topics