Profiles - Member Tab

Please note this Profile tab has a few areas that you can access from Quick Links as well

Create New Member

This is for Recruitment Use, where you are able to enter a new member into the system by bypassing the recruitment process - please refer to this How to create a New Member

Personal Card

This is how you can access a member’s personal card, which shows a summary of their profile.

You are also able to access this under Quick Links - 'Personal Card'

Search Member

This is where you are able to search for a member (inactive or active) to be taken to their Member Details Screen

Availability

This is how you can access a member’s availability, which shows a summary of casual or permanent avails

You are also able to access this under Quick Links - 'Availability'

Preferences

This is where you are able to search for a member and review their Preferences, this is used in the Member Allocations . Please see the below screenshots for an example

Contact Member

This takes you to our Contact Member Page, and you are able to SMS/email or assign xeople sign documents to single or multiple members at the one time

This gets updated into their contact log as well

Quick Compliance Update

This is where you can do a quick compliance update per member and update key expiry dates or reference numbers