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Members

The Members module is the foundation of LaborWise, storing all information about your union members.

Viewing Members

Navigate to Members in the sidebar to see your member list. You can:

  • Search - Find members by name, email, or member ID
  • Filter - Filter by department, status, or employment type
  • Sort - Click column headers to sort

Adding a Member

  1. Click Add Member
  2. Fill in the required fields:
    • First Name
    • Last Name
    • Status
  3. Add optional information:
    • Contact details (email, phone, address)
    • Employment details (hire date, job title, department)
    • Custom fields (if configured)
  4. Click Save

Member Profile

Click on any member to view their profile, which includes:

  • Overview - Basic information and quick stats
  • Documents - Files attached to this member
  • Grievances - Grievances filed by or for this member
  • Disciplinary - Disciplinary cases involving this member
  • Notes - Internal notes about the member

Editing Members

  1. Open the member’s profile
  2. Click Edit in the top right
  3. Make your changes
  4. Click Save

Member Statuses

Members can have different statuses (e.g., Active, Retired, On Leave). Configure these in Settings → Member Statuses.

Custom Fields

Need to track additional information? Add custom fields in Settings → Custom Fields.

Import & Export

Importing Members

  1. Go to Settings → Import/Export
  2. Download the CSV template
  3. Fill in your data
  4. Upload and map fields

Exporting Members

  1. Go to Settings → Import/Export
  2. Click Export Members
  3. Choose your format (CSV)
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