Community Users Management Guideline
Follow these step-by-step guides to efficiently manage the community resources.
Adding a New Community User
Step 1: Navigate to the Community Users Section
From the dashboard menu, click on the "Community Users" option to open the user management page.
Step 2: Click on "+ Add Community User"
On the top right corner, click the "+ Add Community User" button to open the form.
Step 3: Fill Out the User Information
Enter all required details for the new community user.
- Select the Community from the dropdown.
- Choose the Community Role (Owner, Community Admin, Staff, Member).
- Enter First Name.
- Enter Last Name.
- Provide Email Address.
- Enter Phone Number.
- Select Gender (Male, Female, Other).
- Enter National ID Number.
- Provide Emergency Contact Number (optional).
- Enter Designation (optional).
Step 4: Submit the Form
Click on the "Create User" button to add the new user to the community.
Updating Existing Community User
Step 1: Open the Community Users Page
From the dashboard, navigate to the "Community Users" section where all registered users are listed.
Step 2: Select the User to Update
Locate the user and click on the "Edit" icon to open the update form.
Step 3: Modify User Information
Update the details as needed.
- Change the Community Role if necessary.
- Edit First Name or Last Name.
- Update Email or Phone Number.
- Modify Gender selection.
- Update National ID Number.
- Change Emergency Contact Number.
- Update Designation.
- Modify the Active/Inactive status.
Step 4: Save Updated Information
Click the "Update User" button to save all changes successfully.
Deleting a Community User
Step 1: Go to the Community Users List
Navigate to the "Community Users" page to view all users.
Step 2: Select the User to Delete
Use the search bar or scroll through the list to find the user you want to remove.
Step 3: Click the Delete Icon
Click on the delete icon next to the user record to initiate the deletion process.
Step 4: Confirm Deletion
A confirmation popup will appear. Click "Confirm" to permanently delete the user from the system.