To add a new member click + Add Member.
Enter the name and date of birth, the system will search for all existing members.
The system will look for a member matching your search, you can click on the quick view or the link for Go to profile to confirm this is the same member. If no matches are found, click on Create new member.
Note: When viewing a members through the quick view of the link for go to profile, information may be limited if the member belongs to a different organization. If a transfer is required, you can start the process by clicking on Action and request transfer. You will then have to follow the Transfer request procedure available in the Tasks menu.
Enter the following General Information:
Birthdate
Gender Identity
Primary Language (optional)
Secondary Language (optional)
Citizenship
Email
Birth Country
Enter the following Additional Information:
Identify as Indigenous
Ethnicity
Enter the Address:
Address Type
Move in year
Address
Enter the Phone Number:
Phone type
Phone number
Enter the Document(s):
If you don’t have the documents that the time of creating the profile, you can upload them at a later time.
Then click on Next.
A new window will open. You can select to add the participant as a Confirm Member or Unconfirmed Member. An option to check off the that the required documents have been validated available. Then click on Submit.
The system will tell you that the member has been successfully added and you will be taken to the member's profile page to complete their information.