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admin_guide.md

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Admin User Guide

Overview of the Dashboard

  • Explore the navigation bar
  • You can view quick stats on the app
  • Press on them to view more details

Browsing/ Searching Members

  • Click on "Members" in the navigation bar
  • Use the search bar and filters to find members

Downloading Members Details

You download a csv version of the Membership list based on your current filter.

  • From the "Members" page
  • Click on "Download"

Endorsing a Member Application

  • Review the Member details
  • Click on "Endorse" button

Accepting a Membership

  • Review the Member details
  • Click on "Accept" button

Sending Reminders to Renew Membership

  • View member summary details
  • Click on "Send sub reminder" button

Mailing Lists

You can check which users have subscribed to the mail list here

  • Click on "Mailing Lists"
  • Click "Copy all emails"
  • Open a text editor and paste the email addresses

Managing User Accounts (Admin only)

  • Click on "Users" in the navigation bar
  • Click on the Edit icon (blue) next to the users name
  • Enter a new password
  • Press "Update"

Assigning Roles (Admin only)

  • Click on "Users" in the navigation bar
  • Click on the Edit icon (blue) next to the users name
  • Select a Role from the list
  • Press "Update"