Members/Groups
O member, where art thou?
☞ Member and Group list pages have similar functions so they are shown as one
Add Member, Export, Filter
Export - Click to export the results shown in table below - note that if you have applied any Search or Filter values, it will export the resulting line items ONLY
Filter - Filter the results shown in table below, based on many parameters
Add Member - Based on permissions allowed, this will be available to logged in User
Search
Type text to Search through the results below
Members List
Here you will see all your Members as per locations assigned to you by the Superuser. Each column is explained below
Name - Name of the Member
Subtitle - Subtitle of the Member
Type - Member Type
Location - Location of the member
Action - Fire workflow per Member
More (last column): More actions available on each Member
Fire Workflow
Click on the Rocket icon in the Action column to select and start configured workflows for the Member
More actions
View - View Member details
Share - Share Member details
More actions with enhanced permissions
Edit - View button changes to Edit button if you have required permissions
Archive - You will see this archive button if you have required permissions
Share - Share Member details