User Management
Getting Started
To manage your organization’s members, click on the Settings module and the “Members” section.
Members List Layout
Searching on the Members List
The search bar on the Members List allows you to search for members within your organization.
Searchable Parameters |
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Name |
Add Members
Step 1: Click “Add Members” at the top right corner of the Members List.
Step 2: A pop-up will allow you to fill out the required fields to add a new member to the platform.
Step 3: After filling in the details, you can select the role assignment for the new member.
Each Role has different access and permissions on the platform. Please ensure that you select the suitable Role for your new member.
Step 4: Once the fields are filled, click “Add Member”.
Optional: You can also change the toggle settings to set a custom password for your new member.
Optional: The “Change password on next login” toggle is enabled by default. You can click on the toggle to disable the function so your member will not be prompted to reset their password upon login.
Step 5: Once the new member’s details are added, a green message will appear at the bottom right corner of the Members List, indicating that an invitation has been sent to the member’s email.
Step 6: The new member will receive the invitation email to log in to the platform.
Step 7: The new member will be redirected to the login page to enter the credentials. Click “Login” to proceed.
Step 8: The new member will be prompted to change their password by default unless the “Change password on next login” option is disabled.
Step 9: Once the password has been entered, click “Change Password”.
Step 10: Once the password is successfully updated, you will be redirected back to the Login page to log in with your new password.
Step 11: Enter your login credentials to use Block Aero!
Edit Members
Step 1: On the Members List, find the member whose details you want to edit. Click on the ⁝
button to see the menu of options.
Step 2: Click on “Edit”.
Step 3: A pop-up will allow you to edit fields to update the member’s details.
Step 4: Once the fields are updated, click “Update”.
Once a member's “Active Status” is disabled, the member will not be able to login to the platform.The organization admin have to turn it back on for the member to login again.
Step 5: Once the member’s details are updated, a green banner will appear at the top of the Members List with the member’s name to indicate that the details are successfully updated.
Reset Password
Suppose a member has forgotten their password or has to be reset for security reasons. In that case, the admin can trigger the action on behalf of the member through the Organization Settings.
Step 1: On the Members List, find the member whose password has to be reset. Click the ⁝
button to see the options menu, then click “Reset Password”.
Step 2: A pop-up will allow you to reset the password of the member’s account. Click “Reset” to confirm the action.
The option to “Set Random Password” and “Change password on next login” is enabled by default. You can turn off this setting if desired.
Step 3: Once the member’s password has been reset, a green message will appear at the bottom right corner of the page to indicate that an email has been sent to the member’s email to reset their password.
Step 4: The member will receive the prompt to reset their password in their email inbox. Click “Login” to be redirected to the platform to reset your password.
Step 5: At the login page, enter the login information provided in the email and click “Login”.
Step 6: The member will be prompted to change their password by default unless the option is disabled.
Step 7: Once the password has been entered, click “Change Password”.
Step 8: Once the password is successfully updated, you will be redirected to the Login page to log in with your new password.
Step 9: Enter your new login credentials to use Block Aero!
Delete Member
Step 1: On the Members List, find the member whose account will be deleted. Click the ⁝
button to see the options menu, then click “Delete Member”.
Step 2: A pop-up will alert you that you are deleting the member from the organization’s member list.
Step 3: Once the member’s account is deleted, a green banner will appear at the top of the Members List with the member’s name to indicate that the account has been successfully deleted.
Updated over 1 year ago