Managing Members as a User

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Figure 1: Individual Bridge Member Control Panel Dashboard Screen
Figure 1: Individual Bridge Member Control Panel Dashboard Screen

Click the Members menu from the primary menu section, as shown in Figure 1 above and the members list page will open, as shown in Figure 2 below.

Figure 2: Individual Bridge Member Control Panel Member Screen
Figure 2: Individual Bridge Member Control Panel Member Screen

You can view the member details by clicking the View button associated with the member, as shown in Figure 2 above.

You can request a member for a meeting by clicking the Request Meeting button associated with the member, as shown in Figure 2 above.

You can add a member as your favourite by clicking the Add to Favorite button associated with the member, as shown in Figure 2 above.

Advanced Search

Click on the Advanced Search button at the top right of the member list page, as shown in Figure 2 above. The search area will open, and you can search based on Offer and Interest values. Click the Search button after selecting the option to initiate the search, as shown in Figure 3 below.

Figure 3: Individual Bridge Member Control Panel Member Advanced Search Screen
Figure 3: Individual Bridge Member Control Panel Member Advanced Search Screen

Click the Reset button to remove the search, as shown in Figure 3 above.

View Profile

Click on the View Profile button associated with each member, as shown in Figure 2 above, and the View Profile screen will open for that particular member, as shown in Figure 4 below.

Figure 4: Individual Bridge Member Control Panel Member View Profile Screen
Figure 4: Individual Bridge Member Control Panel Member View Profile Screen

The view profile page consists of the basic details of the particular member including their offer and interest values in the form of a card, meeting availability and products, as shown in Figure 4 above.

Request Meeting

Click on the Request Meeting button associated with each member, as shown in Figure 4 above, and the Request Meeting screen will open for that particular member, as shown in Figure 5 below.

Figure 5: Individual Bridge Member Control Panel Request Meeting Screen
Figure 5: Individual Bridge Member Control Panel Request Meeting Screen

On the request meeting page, you can see all the available meeting slots with durations as green buttons, as shown in Figure 5 above.

Click on any one available slot and it will become Yellow. Add your request note to the note section and click on the Send Request button as shown in Figure 5 above.

Add to Favorite

Click on the Add to Favorite button associated with each member, as shown in Figure 3 above. A popup screen will appear, and you need to accept it to add that particular member as a favourite, as shown in Figure 6 below.

Figure 6: Individual Bridge Member Control Panel Member Screen
Figure 6: Individual Bridge Member Control Panel Member Screen
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