Member Module (Admin)

This guide will walk you through the key features of the Member Module, offering a straightforward approach to configuring and managing member settings.

Accessing the Member Module

To begin, hover your mouse pointer over the settings icon located at the top right of your Bisner screen. Click on ‘Member’ to enter the Member Module. Here, you'll find three key icons on the left side of the screen:

1. Add New Members: Use the ‘+’ icon to add new members to your platform.
2. Module Admin Settings: Access the admin settings by clicking the cogwheel icon, where you’ll configure various member settings.
3. Invitation Emails: The envelope icon allows you to send invitation emails to all pending members.

Configuring Member Settings

Settings 

Click on the cogwheel icon to access the Member Settings page. Within this section, you can fine-tune the member experience by toggling the following options:

• Allow Members to Hide Their Profile: Enable or disable the option for members to make their profiles private.
• Show Complete Profile Popup: Control whether a full profile popup appears when members are viewed.
• Disable Addresses for Members: Decide if member addresses should be hidden.
• Disable Display Name Update: Restrict members from updating their display names.
• Disable Member Passwords: Control the ability of members to manage their passwords.
• Disable Social Media: Limit members' ability to link or display their social media profiles.
• BCC Emails for Registration Notifications: Add email addresses to receive BCC copies of member registration notifications.

Image

In the ‘Images’ section, you have the option to change the header image, allowing for a customised visual representation that matches your brand identity.

Custom Fields

Under ‘Custom Fields’, you can create personalised fields by adding a ‘Custom Field Label’. You also have the choice to enable these fields or make them private, ensuring that only the necessary information is displayed. Once saved, these fields appear in the Extended Fields section of the member profile page.

Member Groups

Organising members into specific groups makes communication and management more efficient. These groups serve as a filter for admins when searching for members and are visible as tabs in the All Members section.

To manage member groups, users need the Members / Manage members and their roles permission. With this permission, they can:

• Add member groups.
• Assign members to groups.
• Edit or update existing groups.

Adding a New Member Group

1. Click the ‘Add’ button at the top right of the Member Groups section.
2. Enter the name of the new group and click ‘Create’.

Editing Existing Groups

1. Click on the group you want to edit.
2. Update the group name as needed.
3. Save your changes.

Once created, member groups can be assigned to any member and selected on the Personal Information page. Users with the appropriate permission can manage these assignments, ensuring a streamlined approach to organising your community.

Filter Groups

Filter Groups allow for more targeted member management by categorising members based on specific criteria. To create a filter group:

1. Click the ‘Add’ button at the top right of the Filter Groups section.

2. Enter the filter group name and individual filter names.

3. Use the ‘+ Add Filter’ button to include additional filters as needed.

4. Click ‘+ Apply to Specific Member Group’ and select the member group you wish to associate with this filter group.

You can manage existing filter groups by selecting them, making the necessary changes, and clicking save. Once linked to a member group, these filters will appear as options on each member's personal information page. Filter groups are selectable by individual members, based on the Member Group that they were assigned to., enhancing the granularity of member categorisation.

By following these steps, you can efficiently manage your members, ensuring that your Bisner platform is tailored to meet the specific needs of your community.