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.
Related topics
- Importing And Exporting Members On Graviti Admin
- Streamlining User Access With Graviti Account Setup
Managing member contacts on Graviti admin
How do l add the member communication details?
Click on the “Contacts” tab to capture the member contact details. Click on the “Add” button.
There are three contact usage types. The details required per usage type consist of:
- Personal contacts
- Email: the member’s personal email address
- Mobile: the member’s personal mobile number
- Telephone: the member’s personal telephone number
- Social handle: the member’s personal social handle
- Business contacts
- Email: the member’s business email address
- Mobile: the member’s business mobile number
- Telephone: the member’s business telephone number
- Social handle: the member’s business social handle
- Billing contacts
- Email: the member’s billing email address
- Mobile: the member’s billing mobile number
- Telephone: the member’s billing telephone number
- Social handle: the member’s billing social handle
NB: The contact details for all usage types can be the same.
When capturing, you have to specify the following details:
- Contact type: Specify the contact type by selecting from the available drop-down options.
- Usage type: Specify the usage type by selecting from the available drop-down options.
- Value: Specify the value by entering the details of the selected contact type.
You can always update or delete the details by clicking on the right icon next to the contact type value you want to update or delete.
Related topics
Managing member addresses on Graviti admin
How do l add the member address details?
Click on the “Addresses” tab, navigate to the “Add” button, and click on it. Start capturing the member address details.
The details required consist of:
- Usage type: there are three usage types on the drop-down list to choose from: billing, business, and personal usage types.
- Address type: there are two address types on the drop-down list to choose from: postal and physical.
- Address line 1: the street number
- Address line 2: the street name
- Suburb: the name of the suburb
- City: the name of the city
- Country: select a country from the drop-down list of countries.
- Region: name of the region.
- Code: postal code of the address.
Once all the required details have been captured, click on the “Submit” button to save the details.
Once saved, you can always update the address details or remove the address.
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Managing member documents on Graviti admin
How do l upload member documents?
Click on the “Documents” tab, navigate to the “Add” button, and click on it. And start uploading the member’s files.