Manage Your Members as a Tenant

Back to Help Articles
Figure 1: Individual Bridge Manager Control Panel Dashboard Screen
Figure 1: Individual Bridge Manager Control Panel Dashboard Screen

Click the Members menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and the members list page will open, as shown in Figure 2 below.

Figure 2: Individual Bridge Space for a Member
Figure 2: Individual Bridge Space for a Member

All the verified members added to the bridge will be listed in a tabular format. All the visible members per page will be sorted by ‘Match Category’, ‘Name’, ‘Email’, and ‘Mobile No’ by clicking the sort icon available on the table header, as shown in Figure 2 above.

Click on the checkbox associated with each member row, and the Remove from the Space button will be visible, as shown in Figure 3 below. Click the Remove from the Space button after selecting the members from the list, and those members will be removed from the space. To select all the members, click the checkbox available on the header row, as shown in Figure 3 below.

Figure 3: Individual Bridge Space Member Remove List Screen
Figure 3: Individual Bridge Space Member Remove List Screen
Pending Verification

Click on the Pending Verification button available at the top right of the member list page, as shown in Figure 3 above, and you will be redirected to the Pending Verification Member list page, as shown in Figure 4 below.

Figure 4: Individual Bridge Space Pending Verification Member List Screen
Figure 4: Individual Bridge Space Pending Verification Member List Screen

Click on the checkbox associated with each member row, and the Resend Verification Email button will be visible, as shown in Figure 5 below. Click the Resend Verification Email button after selecting the members from the list, and the verification email will be sent to those members. To select all the members, click the checkbox available on the header row, as shown in Figure 5 below.

Figure 5: Individual Bridge Space Pending Verification Member List Screen
Figure 5: Individual Bridge Space Pending Verification Member List Screen
Add Member

Click on the Add Member button at the top right of the member list page, as shown in Figure 2 above, and you will be redirected to the Add Member page, as shown in Figure 6 below.

Figure 6: Individual Bridge Manager Control Panel Add Member Screen
Figure 6: Individual Bridge Manager Control Panel Add Member Screen

To add a new member, enter the details below and click the Submit button, as shown in Figure 3 above.

  • Name (textbox - Mandatory): Name of the Member
  • Email (textbox - Mandatory): Email ID of the Member
  • Mobile No (textbox - Mandatory): Mobile number of the Member
  • Match Category (dropdown menu - Mandatory): Select the category from the available options. The categories can be added from the match category in the settings section.
  • Program (dropdown menu - Optional): Select the program from the available options.

To add multiple members at a time, click the + Add More link, which will open a new member addition field. Once you have added all the members, click the Submit button, as shown in Figure 6 above.

Download Member Profile

To download all the member’s profiles in a PDF format, click on the Download Member Profile button at the top right of the member list page, as shown in Figure 2 above, and a popup window will open with the profile details of all the members so that you can print them using a printer command or save the file in PDF format for later use, as shown in Figure 7 below.

Figure 7: Individual Bridge Manager Control Panel Download Member Profile Popup Screen
Figure 7: Individual Bridge Manager Control Panel Download Member Profile Popup Screen
View Member Profile

Click on the View icon associated with each member, as shown in Figure 2 above, and the View Member profile page will open, as shown in Figure 8 below.

Figure 8: Individual Bridge Manager Control Panel View Member Profile Screen
Figure 8: Individual Bridge Manager Control Panel View Member Profile Screen

On the left side of the profile screen, the basic details of the member will be displayed like Photo, Name, Organisation Name, Tagline text, Contact, Social Media Handle details, Offers and Interests.

On the right side of the profile screen, the Availability, About, and Product & Services are displayed.

The availability buttons are defined in three colours:

  • Green: Available Slots
  • Yellow: Booked Slots
  • Grey: Inactive Slots
View Product & Service Detail

Click on any Product Title, as shown in Figure 8 above and the detail page of that product & service page will open, as shown in Figure 9 below.

Figure 9: Individual Bridge Manager Control Panel Member’s Product & Service Detail Screen
Figure 9: Individual Bridge Manager Control Panel Member’s Product & Service Detail Screen
Edit Profile

Click on the Edit Profile button available on the top right side of the screen, as shown in Figure 8 above, and the Edit Member profile page will open, as shown in Figure 10 below.

Figure 10: Individual Bridge Manager Control Panel Edit Member Profile Screen
Figure 10: Individual Bridge Manager Control Panel Edit Member Profile Screen

You can edit the below details and click the Submit button to update the member profile, as shown in Figure 10 above. The details that can be updated are:

  • Name (Textbox - Readonly Field): Name of the Member
  • Email (Textbox - Readonly Field): Email ID of the Member
  • Mobile (Textbox - Mandatory): Mobile number of the Member
  • Designation (Textbox - Optional): Designation of the Member
  • Organization (Textbox - Mandatory): Name of the Organisation of the Member
  • Display Organization (Radio Button - Mandatory): Select if you want to display the organization name of the member in the public profile page or not (If selected Yes, then the organization name will come first, and the contact name will come below that)
  • Tagline (Textbox - Mandatory): Tagline to describe you
  • Offers (Multi-select - Mandatory): Select the category of service you offer from the options available
  • Interest (Multi-select - Mandatory): Select the category of service you are looking for from the options available
  • Social Media Handles
    • Instagram
    • Twitter
    • Facebook
    • Linkedin
  • Description (Textarea - Optional): Write about you or your organisation

Click on the Remove from the Program button available at the bottom of the screen, as shown in Figure 10 above to remove the member from the program.

Click on the Remove from the Space button available at the bottom of the screen, as shown in Figure 10 above to remove the member from the space.

To go back to the member list page, click the Back button available at the top right of the screen, as shown in Figure 10 above.

Back to Help Articles