Membership AURIC Idea Team Membership AURIC Idea Team

Edit / Delete Members

Edit Member Information

  1. Select Members from left menu bar

  2. Click on the member name.

  3. Click the member name or edit button icon on right

  4. Edit fields like name, gender, phone, email, DOB, address, documents, or password.

  5. Click Save at the bottom right.

Deleting a Member

  1. Click the delete member button on the right side of the screen.

  2. A pop-up confirmation will appear; click Delete to confirm.

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Getting Started, General AURIC Idea Team Getting Started, General AURIC Idea Team

Import/Export Members

Import Members via CSV

  1. Choose "Members" from the main Members tab.

  2. Click on the "Import CSV" button.

  3. Select your CSV file from your device.

  4. Verify that the file contains the required columns:

    • First Name, Last Name, Phone, Role, Date of Birth, Created At, Last Updated, Authorize.net Customer ID.

  5. The system will automatically import the data.

Export Members via CSV

  1. Choose "Members" from the main Members tab.

  2. Click the "Export CSV" button.

  3. The file will automatically download.

  4. Locate the download and open it to view member data.

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