How to add member in the Society

To add new member to the Society, follow the below steps.

  1. Go to Dashboard -> Directory.
  2. Click on ‘+’ symbol at the bottom right corner of the screen to add a member.
  3. Add the member details like mobile, email and Name.
  4. In the Type Field, assign a role to the member:
  5. You can assign any type of access to the member.
    • If access is given as Admin, he can handle every thing.
    • If access is Resident, he has restricted access limited to his flat.
    • If access is Manager, you can limit the access.
    • To assign new role as Secretary, Accountant or any other role. Select Manager and then Type the Role name in the Role field. Give the necessary access as per his role.
  6. Click on Save button on the top right corner of the screen.
  7. Once you add the member, system will send the email to the member on how to access your society portal.

NOTE: Member needs to use the same mobile or email ID to access the portal else they have to send Join Society request to access the society portal.

 

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