Skip to content

Add new member

Add a member Manual

Step 1: Tap on “Member” at the menu side

image.png

Step 2: The list of members in the organization is displayed on the screen. Tap “Add New” to add a new member.

ee79f5b8-f94e-4ce8-a898-e8325e590909.png

Step 3: If member do not have skoolib account yet. Please choose “Manual imput” option.

Enter the email address, select the user role, member code and grant access to libraries. Tap “ADD” to confirm.

image.png

Step 4: The message “Invited” is displayed, the invitation has been successfully sent to the new user via email.

  • If a member already has a Skoolib account, after accpecting the invitation,they will be able to access the library immediately.
  • If a member does not already have a Skoolib account, after accepting the invitation, they will receive an email with an initial password to log in to Skoolib and access the organization.

Step 5: Once a member has joined the library, their status will change to “Active”.


Add a member by Search User

( If member is already have skoolib account, you can search member by name or email)

Step 6: Tap on “Search User”

Step 7: Enter name of member or gmail to search user. Then press “invite” to sent invitation to the new user.

Step 8: Enter member code and select role and grant access to libraries. Tap “Confirm” to add user.

image.png

6bec2119-8427-4917-83ac-a00f23f18b56.png

Add members by Importing

Step 9: Go to the “Member” section in the side menu. Then, press the “Add new” button to add member.

image.png

Step 10: Select the “Import” option

56268007-c0e0-4c93-82dd-8ddbc62aa0d8.png

Step 11: You will need to upload a file to import your member list. If you do not have a pre-formatted file, you can download and use our existing template. Click on “Template.”

63b18e58-c61f-45c6-9261-3470ac0b88fe.png

Step 12: The template will be displayed on the web; please download it to your device and keep the file format as CSV. After downloading, simply enter your data and save the file.

c2737c14-7aba-4799-8e15-baa4f1b9d077.png

Step 13: Next, select the file you have just edited and upload it to the data input box.

d0d612a5-9886-45e5-8077-33744b35a435.png

Step 14: Once the file is displayed, click “Next.”

a36df417-8998-43f6-95ae-23b591babd86.png

Step 15: Select Library: Choose the libraries that your members can access and click “Next.

a628b7f9-9f8f-481f-9a1c-c5c17993a5e9.png

Step 16: Map Data: If you have added or modified any fields in the file, select the corresponding fields in the app during this step to ensure data is correctly imported without errors. Then, click “Next.”

109fa43c-44a3-42e7-8223-3c09c2dbfa5d.png

Step 17: Review: Review your data one last time before finalizing, then click “Confirm & Import.”

Step 18: Once the import process is successfully completed, you can select “Go to Member” to view the information of the newly added members.