Members Management User Guide

The Members module facilitates the management of association members within the accounting software.

To create a new member, essential details such as login ID, password, member type, nature of membership, company, name, address, contact details, and social media information are required.

Before creating a new member, it's important to first establish the member type.

After creating a new member, you will be directed to the member details dashboard. Here, you can review the submitted information and view the encrypted password. Additionally, you can edit and update your details as needed.

After submitting new member details, it's necessary to validate the provided information. Upon successful validation, you become eligible as a new member.

Additionally, within the member details dashboard, you have the option to designate a third party for the member.

By utilizing the 'create user' option, you can transform a member into a user.

When accessing a member's details, you'll find an accordion table containing their subscriptions, notes, linked files, and events/agenda.

With this functionality, you can seamlessly create subscriptions, add notes, upload files, and update events with dates.

The dashboard for the list of members includes a comprehensive view of the total members, member details, and member statuses.

After inputting a member's details, the provided information remains in draft status. The draft member’s functionality allows for filtering of member details that are in the draft.

After submitting a validation request for a member's details, the status may either be approved or terminated. The validated member's functionality displays the status of the member details post-validation.

Upon completion of validation, terminated members can be filtered using the terminated members functionality.

This functionality allows you to generate business cards for all members or a specific member. You can select either all members or a particular member, choose the card page format, and download the cards.

After validating a new member, you have the option to add subscription details.

Before adding a new subscription, ensure you have the necessary details including the start and end dates, amount, and any complementary actions required for recording. With these details, you can create a new subscription

After creating a subscription, the details of the member's subscription are displayed in the subscription list functionality.

The subscriptions dashboard provides statistics such as the number of subscriptions and their respective amounts, presented in chart format.

You can conveniently assess the count of members categorized by country, region, state/province, and city, as well as members categorized by nature. This enables easy identification of member numbers across various demographics.

The creation of tags/categories is crucial in the process of adding new members.

Members are categorized through the creation of tags, which proves beneficial for organizing member types.

After creating a tag, you will proceed to the next dashboard where you can modify or delete the tag, create sub-categories, upload pictures, and add translations. These actions are carried out after tag creation.

Before creating a new member, it is necessary to establish a member type.

When creating a member type, you'll need to specify the label name, status of the member type, nature type, subscription requirement, and duration. Once these details are provided, you can create a new member type

The member list displays the count of members to be added in the member type.