Managing Members
Documentation | Managing Members
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.
Adding a new member
Manually adding membersIs simple, go into the members screen and click 'Add New'. The minimal fields you need are: Status (Active or Not Active) Username (often same as email address) First name Last name EmailAll other fields are optional. Init...
Editing Members
Editing membersUsers who have been give the role of Administrator or Staff can edit any members details. All changes are kept in the auditlog and you can view who changed what under the History button on the Edit User screen. Staff edit users via the...
Roles, Programs, Tags
RolesInbuilt SecurityWe use Roles for the main component that provides security access throughout the portal. The inbuilt roles of Administrator, Staff and Member provide the most common security setup to allow users to edit their own details. The in...
Complex Passwords
Secure your entire systemTo protect your mition portal there are two additional features that can allow to ensure your data is protected. Complex Passwords, this setting ensures that passwords must contain an uppercase letter, lowercase letter, numbe...
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