Contacts

Overview

In the Admin Dashboard, go to Contacts from the sidebar menu. The page contains four main sections:

1. Search Bar: Use this to search for specific members, committees, or groups.
2. Board, Staff and Committees Panel: Left panel lists the association's Board, Staff, General, and Special Committees.
3. Members Panel: Center panel shows members of the selected Group in the left panel.
4. Details Panel: Right panel displays the selected member's or group's information.

Sections in this Article

1. Viewing and Managing Board or Staff Members
2. Adding or modifying a Member in Board or Staff
3. Viewing and Managing Committees
4. Adding or Editing a Committee
5. Adding a New Member to a Committee

1. Viewing and Managing Board or Staff Members

1. Select Board or Staff from the left panel to view the list of members.
2. Members appear in the center panel, where you can rearrange their order by dragging and dropping. The order is reflected in the app.
3. Click a member to view their details in the right-hand panel. If the member was added through the Members module, their information, including the image, cannot be edited here and must be modified in the Members module.
4. Green mark next to the contact detail indicates it is visbile in the app

2. Adding or modifying a Member in Board or Staff

1. To modify a member, simply select Board or Staff, then select the member. Click the pencil icon in upper left to edit.
2. Add a new member using  "Search User to Fill Info"  - Looks up an existing member from the Members module to auto-populate fields. Note: The pre-filled details, including the image, cannot be edited here. Changes must be made in the Members module.
3. Add a new member using manual Entry:
   1. Enter Name, Union Title, Target Groups, Position/Rank.
   2. Upload Image: Add a new image if no image is pre-filled.
   3. Contact Details: Enter phone and email information
   4. The Tick boxes next to each contact detail determine the visibility of that detail in the app.

Once the form is complete, click Save to apply changes, or Cancel to discard.

3. Viewing and Managing Committees

1. Committees are listed in the left panel under General Committees or Special Committees.
   Note: A General Committee involves members across all groups, while a Special Committee is for a specific group only.

2. When a committee is selected, its members are shown in the central panel, and details are displayed in the right panel. You can rearrange their order by dragging and dropping. The order is reflected in the app.

3. Clicking a member in the center panel shows their details in the right panel, where the information can be edited or deleted. A committee can only be deleted when it has no members.

4. Members appear in the center panel, where you can rearrange their order by dragging and dropping. The order is reflected in the app.

4. Adding a New Committee

1. Click Add Committee at the bottom of the left panel.
2. Choose Special or General committee based on its intended scope.
   Note: A Special Committee is for a single group, while a General Committee spans all groups.
3. Fill out the required fields: Committee Name, Email, and Target Group in case of Special Committee.
4. Provide a description if needed. It is shown below the Committee name in the app.

Once the form is complete, click Save to apply changes, or Cancel to discard.

5. Adding Members to Committees

1. Select the relevant General or Special Committee in the left panel.
2. The list of existing members for the committee will appear in the center panel.
3. Click Add Member at the bottom of the center panel.
4. In the Add Member form:
   • Use the Lookup Member field to search for the member.
   • Assign a role to the member if applicable. It appears under the name in the app for the committee.

Note: For Special Committees, only members from the corresponding group can be added via the Lookup.

Once the form is complete, click Save to apply changes, or Cancel to discard.