Members: View, Add and Edit

Overview

To access the Members Module, go to Menu > Members. Here, you will see a table listing all members, including columns for names, groups, status, and email. Filters and customization options allow you to tailor the view. The Preview Pane on the right provides detailed information about a selected member.

Member Groups:
Essential for organizing members are the member groups, they are managed in a separate section under Manage > Member Groups.

If your system is configured for syncing, the Sync Status will be visible. Keep in mind, members are primarily managed from their base system and not manually added or edited through this interface for most clients.

Sections in this article

Members List & Viewing Information
Customizing the Columns
Adding a New Member
Editing Member Information
The Quick Editor

1. Members List & Viewing Information

Accessing the Members List:

Once in the Members module, the table lists all members with various columns of data. You can use the search bar at the top of the table to quickly find specific members by their name, email, or other attributes. The table displays key information by default, but you can customize what data is shown (see Section 2 for more).

The maximum number of columns you can display at once is 8. However, you can adjust these to fit your needs via the Customize option.

Columns Available in the Table:

Here are the possible columns you can choose to display in the members list. Some columns combine similar data (like phone numbers and addresses), while others are specific to job roles or account activity.

Personal Details:

First Name/Last Name: Displays the member’s full name.
Username: The unique username for the member, used as login ID for the app.
Date of Birth: The member’s birth date, if recorded.
Email Personal/Email Work: Displays the member’s personal and/or work email address.
- NOTE - Email Personal needed for login ID and Password retrieval.
Home/Mobile Personal: Displays the member’s home and mobile phone numbers.
Address: Street1, Street2, City, State/County, Postal/Zip Code, Country

Job/Association Information:

Group: Shows the group(s) the member belongs to.
Union Roles: Shows any union role or committee assignment for the member.
Position/Rank: Displays the member’s job position or rank.
Hire Date: Displays the member’s hire date.
Code: An internal code, often assigned at place of work.
Seniority Number: Reflects the worplace seniority number of the member.

Status & Activity:

Member Display Status: Reflects whether the member is ‘Showing’ or ‘Hidden’ in the app Member module.
Status: Shows if the member is Active or Inactive, indicating their access status to the app. Member is logged out of app if made inactive.
Created On: The date the member’s profile was created on the platform.
Updated On: The last time the member’s profile was updated either by the member via the app, in the member base system (if synced) or directly in the Admin Dashboard.
Last Session: Shows the date of the member’s most recent app use.
Terms Approved: Indicates whether the member has agreed to the terms and conditions IF this feature is enable.
Action Menu (3 Dots): The Action Menu is found in the far-right column of the member’s row and contains various actions that can be applied to that specific member. Clicking the 3 dots reveals the following options:
- Hide in Members Module: Hide/Show the member’s profile in the app's Member module
- Contact Details Settings: Manage which contact details (email, phone, etc.) are visible in the app's Member module.
- Reset Disclaimer Flag: If feature enabled, allows resetting a member’s acceptance of any legal disclaimers, so they must accept again upon next login.
- Email Password Reset Link: Sends the member an email with a link to reset their password. Member can do this via the app as well IF they have their corrct email details in the system.
- Add/Remove Sub-Groups: Add or remove the member from a sub-group, if applicable.
- Set Inactive: Mark the member’s profile as inactive, restricting their app access. Note: This action will log the member out of the app.
- Edit: Opens the full member profile for editing.
- Delete: Permanently deletes the member’s profile from the system.

Viewing a Member’s Profile:

Click on a member’s row in the table to view their full profile. This will open a pane where you can see all details mentioned above and a profile photo:

You can take actions such as editing the member’s details, resetting their password, or deactivating their account.

2. Customizing the Columns

You can customize which columns are visible in the Members List, allowing you to display up to 8 columns at once. To customize:

Click the Customize button at the top of the Members List.
Select or deselect the columns you wish to display from the available list.
A maximum of 8 columns can be displayed at a time.

Changes take effect immediately once you close the menu, ensuring you always see the most relevant member information.

3. Adding a New Member

In the Members Module, you can add a new member manually if the system does not automatically sync members from your member base. Follow the steps below to add a new member to the system.

Notes

If your members are synced via API from your member base, adding of members is normally done via your local member base system. That system then updates the member module automatically. Ask 2Way for your API doc to see what fields are being synced.
Members belong to groups, which can be configured through the Manage/Member Groups page. Group settings, including sync status, are handled in there as well.

Steps to Adding a New Member

Navigate to Members:
- Go to Menu > Members > Add button.
- This opens the new member form where you can fill in all relevant information about the member.
Fill in the Form Fields:
- The form is divided into several sections to collect various member details:
- Required fields are marked with a red star*

Member Information

Username: Create a unique username for the member. This is the Login ID for the app.
Password: Normally the member creates one when loging into the app for the first time and can also reset it there. Alternatively, password can be created here OR a password reset link can be sent to the member via the action/tools menu.
First Name and Last Name: Input the member’s first and last name.
Date of Birth: Add the member’s date of birth in the format dd.mm.yyyy.
Group: Assign the member to a specific group from the dropdown.
Sub Group: If applicable, assign a sub-group to the member. The member will see all content created for the group and sub-groups he's assigned to.
Upload Image: Add a profile picture for the member. Supported formats include JPG, JPEG, PNG, SVG, and GIF. Member can add one from the app, Profile module.

Contact Details

Email Personal: Provide the member’s personal email.
Email Work: Add the work email.
Phone Numbers: Add the member’s phone numbers (home, mobile).
Show in Members Module: Check/uncheck the box to display/hide these contact details in the Members Module for this member.

Address Information

Street 1, Street 2, State/County, Postal/Zip Code, City, and Country: Input the address of the member. (optional)

Union Roles

Special Committees: Select the relevant committee if the member is part of a special committee.
General Committees: Add any general committee involvement.

NOTE: A member can also be added to the committess in the Contacts module

Job Details

Code: If applicable, enter a code associated with the member’s position. Often a 3-4 letter code used at the workplace.
Position/Rank: Select the appropriate position or rank at the workplace.
Hire Date: Record the date the member was hired.
Seniority Number: Add the member’s seniority number.
Base: Select the member’s assigned home base.
Equipment 1 & Equipment 2: Add any specific equipment details related to the member’s role. (aircraft type i.e.)

General Settings

Sub-Groups Viewable in Members Module: Select any sub-groups this member can view in the Members Module, in addition to their own main group.
Show or Hide in Members Module: Toggle whether the member should be visible in the Members Module.
Additional Information (Profile Module): Add any additional information that the member can view on the app's Profile page.

4. Editing Member Information

You can easily update or modify member details in the Members Module. Follow the steps below to edit an existing member’s information.

Notes

If your members are synced via API from your member base, adding of members is normally done via your local member base system. That system then updates the member module automatically. Ask 2Way for your API doc to see what fields are being synced.
Members belong to groups, which can be configured through the Manage/Member Groups page. Group settings, including sync status, are handled in there as well.

Steps to Edit a Member

1. Navigate to the Members List:

Go to Menu > Members.
This will display the members list where you can search for or locate the member you want to edit.

2. Open the Member’s Profile for Editing:

Use the three-dot Action Menu on the far right of the member’s row or if preview pane open, the pencil icon in the upper right.
Select Edit from the menu.

3. Modify the Necessary Fields:

Once in the Edit Member form, you can update any fields across the sections. For details on what each field represents, refer to the “Adding a Member” section.

4. Save Changes:

Once all the necessary updates have been made, click Update.
The member’s information will be updated in the app.

5. The Quick Editor

The Quick Editor allows you to rapidly edit specific member fields directly from the list view without needing to open each member’s detailed profile. This editor functions similarly to a spreadsheet, where you can click on a field to edit and then use the arrow keys to move between fields.

How to Use the Quick Editor

1. Access the Quick Editor:

In the Members List, click the Quick Editor button located at the top-right of the page.

2. Editable Fields:

Certain fields, like Username, Personal Email, and Target Group, cannot be edited in Quick Editor and are shown in gray. Editable fields are displayed in white.

3. Updating Fields:

Click on any editable field to make changes. Once you update a field, simply navigate away by pressing the arrow keys or clicking into another field.
The changes will automatically save when you leave the field. No manual save is required.

4. Exiting Quick Editor:

To exit the Quick Editor and return to the normal Members List view, click on Members in the menu.

FAQ's

Q: How are members added to the Members Module?

A: Members can be added in three ways:

Automatically synced from the client’s member base system via an API setup
Imported using a CSV file
Manually added through the Add New Member section in the Admin Dashboard.

Q: How do I set up an API to sync my members?

A: To set up an API for syncing your members from your member base system, please contact 2Way support to assist with the configuration.

Q: How do I import members into the system?

A: To import members via a CSV file, please contact 2Way support for assistance in setting up the import process.

Q: Can I add members directly into the system?

A: Yes, you can add members manually unless your Members Module is synced with your member base via the API. In that case, members should be added through your member base system. For manually adding, just press the "Add" button in Members module.

Q: How do I update a member’s information if sync is set up using an API?

A: If your system is synced with your member base, you should update member information directly in the member base system. The updates will automatically sync to the Admin Dashboard and app.

Q: How do I manually edit an existing member’s information?

A: You can edit member details by going to Edit mode or by using the Quick Editor for rapid changes to certain fields directly in the Members List. Edit mode is accessed vita the Action column 3 dots or clicking the pancil icon on the preview pane if open.

Q: What fields can I edit using the Quick Editor?

A: In the Quick Editor, you can update most fields except username, personal email, and target group. Changes are saved automatically when you exit the cell.