Members

A member refers to an individual external to the organization whom we need to include in Yunibas for them to access specific resources within our organization. These users constitute the primary focus of our interactions while utilizing the Yunibas system.

Actions performed under the "Members" tab are as follows:

1. Invite members

2. Manage members details

3. Associate persona to member

   1. Extend persona

   2. Expire Persona

   3. Edit Persona fields

   4. Remove association

   5. Share this person (member details)

   6. Member’s Recent activity

4. Archive and delete member.

Invite New Member’s

Follow below steps to invite new member -

1. Click on the "Members" option from main menu.
   
   

2. Click on the "Invite Members" button on members page.

3. After clicking on the “Invite Members” button the Invite member form will open

4. Fill invited member full name and valid email address in respective fields. 

5. After filling the required information, click on the “Send Invite” button.

6. An email will be sent to the invited member with an accept invitation link. You will be directed to the members page and invitation cards will be generated under the pending invites section.

7. As invited member accept the invitation link, the invited member card will be moved from the pending invite section to the member section and now invited member can login and utilize the Yunibas application.

Manage members details

Admin can manage other users account from users sections and pending invite section.

Steps to manage member’s details from member card

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. Click on the “Edit“ button to manage the member’s details.

4. On click edit button member detail form will be shown.

5. On member details form, standard fields and custom fields will be shown.

   1. Standard field- Name and Email field will be standard fields, Admin can’t remove this fields

   2. Custom field - Admin can assign these fields from schema settings to capture more details about member.

6. Fill the details and click on save button or save icon to save the details

7. Member details will be updated and confirmation message will be shown.
   
   

Associate persona to member

Admin, Persona manager or Persona Administrator can assign persona to member.

Follow below step to assign persona to a member

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the “Add Persona“ dropdown under the personas tab on member details page

5. Select the persona from the dropdown to associate with member.

6. A pop up screen will be shown to select the expiration date (for how many days you want this persona to be associated with this member)

7. Select the date and click “Save“ button, confirmation message will be shown.

8. Persona is now associated with this member

9. Click on the persona dropdown to view additional details.

Extend persona

Admin, Persona manager or Persona Administrator can manage persona related action for the member. You can extend the association of persona to a member.

Follow below steps to extend persona-

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the persona associated to view additional details.
   
   

5. Click on the Extend button, a pop up form will be shown

6. Select the future date on which you would like to extend the association of the persona to the member.

7. Click save button to extend the persona, a confirmation message will be shown.

8. Persona will be extend and number of days will be shown as a tag on that persona.
   
   

Expire Persona

Admin, Persona manager or Persona Administrator can manage persona related action for the member.

Follow below steps to expire persona-

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the associated persona dropdown to view the additional details.

5. Click on the Expire button, persona associated will be expired and confirmation message will be shown.

6. The persona will be deactivated for that member.

Edit Persona fields

Admin, Persona manager or Persona Administrator can manage persona related action for the member.

Follow below steps to edit persona fields -

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the associated persona dropdown to view the additional details.

5. Click on the Edit button near remove association field.

6. Pop up will be shown to update the fields.

7. Updates the fields and click save button to make the changes.

8. Persona fields will be updated and will be displayed on the associated persona.

Remove association

Admin, Persona manager or Persona Administrator can manage persona related action for the member.

Follow below steps to remove association of persona -

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the associated persona dropdown to view the additional details.

5. Click on the “Remove Association” button, a popup will be shown.

6. Click on the “Confirm” button to disassociate the persona from the member.

7. Confirmation message will be shown.

Share this person (member details)

User can share the members details directly to another user of same tenant by using “share this person“ functionality. User can directly click on the “Copy URL“ button and confirmation message will be shown.

User can share the copied URL to another user of same tenant.

Member’s Recent activity

Follow below steps to see the recent activity of members -

1. Click any where on the member’s card from member page.

2. Member details page will be displayed for that specific member.

3. By default “Persona“ tab will be open on member details page.

4. Click on the “Recent Activity” tab to view the details.

Module Video Guide -