Members

Members

  • A member is an associate or a frequent visitor of the institution or the company.

  • Members page displays all the details of members who were added by the admin or User.

  • In this page, admin can edit the existing details of members and add the details of new members into the portal.

  • In Members page, Maximum limit of 20 records can be viewed when admin or user logged in to account.

Click on ‘Members’ Tab.

Members management page appears with details of all the members as shown in Figure-1. User can select the column that are required from the custom column menu. The fields available are:
Name: This field indicates the name of the member.
Email: This field indicates the email address of the member. Mobile: This field indicates the mobile number of the member.
Unique ID: A Unique ID is generated for newly added member into the portal.
Type: It indicates the type of member like Visitor or Staff or member etc…
Status: This is the status given by the admin to the member. Status could be Active or Inactive.
Registered Date: This field indicates the date when the member was registered.  Picture on File:  This field shows whether the member’s photo was uploaded or not.

App Registration: This field shows whether the member is registered with contract tracing app

Beacon Assigned: This field shows whether the member is assigned with Beacon

 

 
 

Figure-1

Actions: The gear icon under ‘Action’ gives below options to user.

Edit Member: To edit the existing member’s details.

Send Registration Link: User can send registration link to registered member through this option.

Delete Member: To delete a registered member from the portal.

Refer the specific tabs for detailed info.

Beacon Assignment: To assign the beacon id for respective member.

Figure 1.2

Beacon Id can be assigned selecting the beacon type and provide the beacon Id and also using QR scan code feature by scanning QR code as shown in Figure 1.2

Beacon option will be displayed under actions in member page only when option “Enable Beacon based proximity tracing” is enabled under Proximity Tracing as shown in Figure 2

 

Figure-2


 

Add:To add the new member details, user can click on the Add button.

Export: This option is used to export the member list in an excel format.

Import: This option is very useful for the bulk import of members.

Refer the specific tabs on above for detailed info.

 
 
 
 

Figure-3


 

Search:

User can search with the keywords for name, email, mobile-number,Unique Id etc. in ‘Search’ field to get the relevant data displayed as shown in Figure-4.

 

 
 

Figure-4


 

Status Drop-down:

User can use this ‘Status drop down’ to display member details based on the status selected from the drop down as shown in Figure-5

 
 

Figure-5


 

Pagination:

Refer to the ‘Pagination’ Tab

  • Maximum limit of records to display in member page is 20 as shown in Figure 1 ,but in export to excel it should be max 60K records as Shown in Figure 2

  • if the record Limit is exceeding 60K in Member page during member export throw the error Pop up as shown in Figure 3

Figure-7

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