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Managing Members

Managing Members

Owned by Julian Dicks
Last updated: 18 May 2020 by Lauren Sauerbier (Unlicensed)
4 min read

For more information about Karri’s use of the word “Member” and what your organization may want to use, see Karri Terminology

Members View

This is the default landing page for listing and searching for members.

[Actions] is a drop-down menu that allows you to perform a variety of more advanced tasks.
[+ Add Member] is a shortcut to manually add a member.
[...] Add Member is a quick way to add a member if you already have their email address or karri code.

Searching for Members

  1. Type any part of the member's id, first, last name, email or mobile number

  2. Click and the list will be filtered to those members that match.

Adding Members - Manually

  1. Click [+ Add Student] (the first one)

  2. Fill in all the applicable details. Based on your organization’s setup, some of these fields are hidden. As you can see you will have the ability to allocate members to the various Lists.

  3. Click [Submit] to save the details.

Karri Code: This is the user’s Karri code. It is our unique identifier for this specific person. (Remember, there may be many people with the same name within the system.) It will be allocated on save.

Member/Student Id: This is the id used in your organization to reference the student. In most cases this is unique across the organization (visibility and uniqueness is configurable)

Mobile Numbers: these need to be in international msisdn format:
e.g. +61292294111 +27217975360

Adding Members - Importing

This is described in more details in Importing Members.

Viewing and Editing Members

  1. Click on the member you want to view.
    This will give you a view of the member’s details, preferences, lists they belong to, collections (past and present) and subscribers.

  2. Click [📝 Edit] to edit the member’s details.

Confused as to why you cannot edit certain fields in some cases?

If the user has an active Karri account, only they can change their own email address and mobile number.

Editing Communication Preferences

Members can adjust their own communication preferences via the app, but in some cases, they may ask the organization to update it.

SMS - We send SMSs to members for their first 3 Karri collections (invites and last payment reminder) IF

  1. They have a valid mobile number.

  2. They aren’t using the Karri app.

  3. They haven’t disabled SMS.

Invitation and Reminder Emails - We send out email invitations to each member in a collection IF

  1. They have a valid email address.

  2. They haven’t disabled invitation emails.

  3. The collection isn’t marked as a Quiet or Merchant collection.

Push Messages - We send these out to each member in a collection IF

  1. They have the app running on their mobile device.

  2. They haven’t disabled push messages on their device or in settings.

Adding Subscribers

  1. Click on the member you want to add a subscriber to.

  2. Input their Karri code or their email address.

  3. If Karri determines the user is already a Karri user, you will be taken to their profile (summary) page. If they are not found you will be taken to a form where you can input the rest of their details.

  4. Click [Submit] to save the details.

Removing Subscribers

  1. Click on the member you want to remove..

  2. Click [✖ Remove] to remove the member’s account from your organization. They will be removed from all lists.

  3. Confirm the deletion.

Removing a member from the organization DOES NOT remove them from any active collection.

Requires canViewMembers and canEditMembers permissions.

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