Managing Members Overview
Knowledge Base > Members > Members Overview
The 'Members' feature of your mition portal has an array of tools and functions to allow your team tomanage and support your members.
Use these pages to find out how to manage your members. We cover topics here from creating new members, to self service and registration.
Allowing you to keep historical information on staff, members, suppliers and any other person who plays an important role in your organisation.
By keeping history on when a user held a particular role, provides dimension to your user record keeping. e.g. Role : Board Member 1-01-2010 to 1-01-2021
Quick Filters
On the main member screen you can quickly filter users. Use the Quick filters to filter users by Roles/Subscriptions/Programs/Tags. There are built in Roles by default, you can create your own and manage what they can and can't do (security access).
By default there are no subscriptions, tags or programs on a new mition system, adding these to your system allows you to manage your members and dissect them here on this screen.
Advanced Filters
Choose to build your own filter and save for quick reference.
Send bulk emails out from this screen, select the users you want to email (check the checkbox next to their name) then press the email button. An email popup screen will appear for you to fill out (choose a pre-written template to make regular contact messages easier).
Bulk Add
Sometimes you want to load a subscription, tag, role or program onto a large group of members, the bulk add helps you achieve this with just a few steps.
Custom Fields
These 18 free spaces on the User Table you are able to utilise as your organisations' individual custom fields. How to create custom fields. Create an accept 'terms and conditions' for all users registering with your mition site, simply add a custom...
How to Edit a Member
Editing member details
How to use Bulk Actions
How to use Bulk Actions. Member Bulk Actions. Mark users as inactive in the system.
How to update a staff member to Administrator
A quick guide on updating a staff member role to be a system Administrator.
Digital Member Cards
Digital Member Cards. Setup a rotating Member Card on the Dashboard. Please note that the specific benefits can vary depending on the features of the digital membership card system you choose to implement.
How to manually add a new member
How to manually add a new member. Create other roles with limited access like this to other features. We recommend you set-up your basic subscriptions as a starting point for your Mition portal.
Relationships
Manage member relationship settings with other members and organisations
Roles Overview
We use Roles for the main component that provides security access throughout the portal. You can use roles to allow access to webpages and document libraries. To access and update role settings, go to:.
Tags
Adding Tags to a Member. Navigate to the member management area and open the profile of the user you want to tag. This will add the tag to the member’s profile.