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Member management

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  • 1. Member ManagementOnce your Cluster has been set up, branded and some initialcontent uploaded, it’s time to add in your Cluster members.
  • 2. The ‘Members’ section isdivided into two categories,adding members andmanaging members
  • 3. Quickly import up to1000 members directlyfrom a CSV file.If the CSV file contains columntitles, ensure the option ‘Ignorefirst line’ is checked.A welcome email can be sentautomatically to each memberduring import.
  • 4. Members can also be added in-dividually to the Cluster, with-out requiring an import.To send the welcome messageimmediately, check ‘Notify userof new account’ .Welcome messages can also besent later through the ‘MemberManagement’ section.
  • 5. Requests to join must be ap-proved by a Manager beforethe user is allowed access tothe Cluster.If you do not want to allowexternal requests, this can beblocked in the Cluster Setupsection.
  • 6. Clusters hosted in an IndustryNetwork - such as The WaterNetwork - can invite membersto join directly. Search by firstor last name, add to the invitelist, and send an invitation.Users who accept will becomemembers of the Cluster.
  • 7. The mail log keeps trackof all system emails sentto Cluster members. Theycan be filtered by type orrecipient.
  • 8. Advanced search criteriaassists Managers infinding specific members.Send emails, assign rolesor remove membersfrom the Cluster in the‘operations’ selection.
  • 9. Additional Managers canbe assigned under thesection ‘Change Manager’.
  • 10. Thank You!For further tutorials see ourSupport LibraryorFAQs