Members

Managing network members in the Business Network application.

Members Overview

Members are the core of your business network. This section explains how to manage members, including adding new members, assigning memberships, and tracking member activities.

Member Management

Adding a New Member

  1. Navigate to the Members section from the sidebar
  2. Click the "Add Member" button in the top-right corner
  3. Fill in the member details:
    • Name
    • Email
    • Mobile number
    • Birthday (optional)
    • Designation
    • Select City
    • Select Team
    • Upload photo (optional)
  4. Click "Save" to create the member

Viewing Member Details

To view a member's details, click on their name in the members list. The member profile page shows:

  • Personal information
  • Membership status and expiry
  • Deals given and received
  • Meeting attendance history
  • Referrals

Editing Member Information

  1. Navigate to the member's profile page
  2. Click the "Edit" button
  3. Update the necessary information
  4. Click "Save" to apply the changes

Membership Management

Assigning a Membership

  1. Navigate to the member's profile page
  2. Click the "Assign Membership" button
  3. Select a membership plan
  4. Enter payment details
  5. Click "Assign" to complete the process

Tip: When assigning a membership, the system will automatically calculate the expiry date based on the plan's duration.

Renewing a Membership

  1. Navigate to the member's profile page
  2. Click the "Renew Membership" button
  3. Select a membership plan
  4. Enter payment details
  5. Click "Renew" to complete the process

Extending a Membership

In cases such as medical leave, a superuser can extend a member's membership expiry without assigning a new plan.

  1. Navigate to the member's profile page
  2. In the Membership Details section, find the "Extend Membership" form
  3. Enter the number of days to extend (1–365)
  4. Add optional remarks (e.g., "Medical Leave")
  5. Click "Extend" and confirm

The extension updates the membership expiry date and is logged in the Extension History table below the form, showing date, days extended, remarks, and who performed the extension.

Member Filtering and Search

You can filter and search for members using various criteria:

  • Search bar: Search by name, email, or mobile number
  • Membership filter: Filter by membership status (No Membership, Expired, Expiring in 30 days, Active)
  • City filter: Filter members by city (superuser only)
  • Team filter: Filter members by team
  • Status filter: Filter by active/inactive/suspended status
  • Pin filter: Filter by assigned pin (or members with no pin)
  • Recognition filter: Filter by assigned recognition (or members with no recognition)
  • Category filter: Filter by trade category (or members with no category)
  • Joined filter: Filter by join date — Last 7, 30, 60, or 90 days

All filters are preserved across pagination. The dashboard "New Members" card links directly to the members page pre-filtered to the last 30 days.

Visual Indicators

Inactive members appear with 50% opacity (faded) in the members list, making it easy to visually distinguish them from active members.

Member Statistics

The Members dashboard provides key statistics about your membership:

  • Total members
  • Active memberships
  • Expired memberships
  • Memberships expiring soon
  • New members this month

Related Features

  • Deals - Track business transactions between members
  • Meetings - Manage member attendance at meetings
  • Shops - Set up member business storefronts