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Organization Management: Member

Step 1: Access https://coursemind.io/organization

Step 2: Choose an organization

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Step 3: Select Member icon on the toolbar.

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1. Add Member​

Step 1: Select [Add Member]​

Press the [Add Member] button to add members to the organization.

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Step 2: Enter member information​

Enter member information to add a member to the organization, including:

  • First Name: Member's first name
  • Last Name: Member's last name
  • Email: Member's email
  • Role: Member's role in the organization. There are 4 roles for members in the organization: Owner/ Admin/ Teacher/ Student.

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Step 3: Save​

Click the [Add] button to save the member to the organization.

2. Bulk add members​

If you have many students and want to save time adding them to the organization, you can bulk add members using the following instructions:

Step 1: Click on Upload​

Click on the upload icon in the upper right corner of the screen to add a list of members.

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Step 2: Download CSV template​

Download the sample CSV file and review the provided instructions above.

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Step 3: Enter the member information into the CSV file.​

Complete the CSV file by entering the required information as instructed.

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Step 4: Upload member list​

Press the [Upload Member List] button to add them in bulk.

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3. Member List​

The system will display a list of all the members in the organization.

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The member's information includes:

  • Role: The member's role in the organization.
  • Name: The member's name.
  • Email: The member's email address.
  • Added on: The timestamp when the member was added to the organization.
  • Actions: Allows performing actions related to that member, including Edit and Delete.

4. Edit Member​

Step 1: Select a member​

Select the member you want to edit by clicking the [Edit] icon in the Actions section of the member.

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Step 2: Edit Member​

Enter the information you want to edit. For members who have already logged in, you can only change the member's Role within the organization.

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Step 3: Save​

Press the [Save] button to save and update the edited information.

5. Delete Member​

Step 1: Select a Member​

Select the member you want to delete by clicking the [Delete] icon in the Actions section of the member.

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Step 2: Delete Member​

Press the [Confirm] button to proceed with deleting the member.

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