2. Member management
The AgUnity Co-op Manager allows organizations to view and manage information for their members or the members of organizations that sit below them in the organizational hierarchy.
2.1 Member data
The standard AgUnity fields for members are defined below. If your organisation has added custom fields to the profiles, please refer to their documentation for definitions of those fields.
Standard member fields
Name
The first, middle and last names of the member.
Member ID
The member’s unique AgUnity ID. This is automatically generated by the system.
Gender
The member’s gender. The value is either Male (M), Female (F) or Other (O).
Birth year
The year (or approximate year) that the member was born.
Age
The member’s age calculated based on their birthday or approximate birthday.
City / Village
The city or village that the member lives in.
GPS coordinates
The word “Captured” is displayed if there are GPS coordinates associated with the member’s farm or business.
Altitude (meters)
The altitude of the member’s farm or business, if known.
Profile status
This shows as either “Active” or “Inactive”, depending on the member’s status with the organization.
2.2 View member table
To view a list of the members of your organization, click on Members in the Data Management section of the left menu. This will display a table with the default fields for your organization. (Note: if you have access to multiple organizations, you will need to select the one whose members you want to view using the breadcrumb menu at the top left of the screen. Refer to the Change organizations for more information on this.)
You can scroll up, down, left or right to view data that does not fit on the screen.
2.3 Filter member table
To search for particular members in a cooperative, you can apply filters to any column. To do this:
Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you will need to select the one whose members you want to search using the breadcrumb menu at the top left of the screen. (Refer to Change organizations for more information on this.)
Click on Filters below the breadcrumb menu.
Select the column you want to filter on in the first field in the filter dialogue.
Select the condition you want to filter on in the second field in the filter dialogue.
Select or add the value you want to filter on in the third field in the filter dialogue.
If desired you can add more filters by clicking on Add filter rule.
When you have defined all your filters, click on the Apply Filters button.
To remove a filter click on the X next to it, then on the Apply Filters button.
To remove all filters click on Clear All, then on the Apply Filters button.
2.4 Change organizations
When you are in the member table view, you can change the organization you are viewing using the organization breadcrumbs on the left side of the top menu. To do this:
Click on any of the breadcrumb elements that have small up/down triangles on them.
Either type in the organization ID of the organization you want to view or navigate to it using the menu that pops up.
2.5 Export member data
To export data for all the members in an organization:
Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you will need to select the one whose members you want to export using the breadcrumb menu at the top left of the screen. (Refer to the Change organizations for more information on this.)
Click on the kebab menu (…) just above the member table on the right.
Select Download all to download a CSV file to your local drive. If there is too much data, the download option may not be available. In this case, select Email CSV with all to send the data to the email account you logged in with.
To export data for some of the members in an organization:
Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you will need to select the one whose members you want to export using the breadcrumb menu at the top left of the screen. (Refer to the Change organizations for more information on this.)
Select the members whose data you want to download by checking the box next to their name.
Click on the kebab menu (…) just above the member table on the right.
Select Download selected to download a CSV file to your local drive.
You can open CSV files with Excel or any other spreadsheet program.
2.6 View and edit individual member data
The member table gives a summary of member data. To view all the data for a member:
Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you will need to select the one whose member you want to view using the breadcrumb menu at the top left of the screen. (Refer to Change organizations for more information on this.)
Select the member whose data you want to see by clicking on their name or anywhere on their row in the table (except the checkbox).
This will show the member's personal account details. To view their member profile, click on the Member Profile tile below the Personal Account tile.
If you have edit permissions for the member, you will be able to edit any field in the Personal Account or Member Profile. Once you have completed your changes, you can click on the Save button to save them securely on the AgUnity Cloud.
Definitions for the AgUnity fields are in the Member Data section of this document.
2.7 Add new member
To add a new member to a co-op:
a Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you may need to select the one you want to add a member to the breadcrumb menu at the top left of the screen. (Refer to Change organizations for more information on this.)
Click on the Add New button on the top right menu.
In the modal that pops up, confirm that you are adding the new member to the correct co-op, then click on the Add button.
Click on ① Create account then fill in the required fields on the Personal details tab (see member data section for field definitions).
Click on ② Set up profile then fill in the required fields on the Profile details tab, if there are any (see member data section for field definitions).
Click on ③ Summary to confirm to review errors and warnings.
Correct all errors (shown in red) and any warnings (shown in yellow) that you think need to be addressed.
Click on the Save button once 100% of the mandatory fields are filled in and all errors are corrected. The new member record will be created when it is saved.
2.8 Activate or deactivate a member
When a member leaves a co-operative, they should be deactivated–and when they return, they should be activated. To do this:
Click on Members in the Data Management section of the left menu.
If you have access to multiple organizations, you will need to select the one whose members you want to activate or deactivate using the breadcrumb menu at the top left of the screen. (Refer to the Change organizations for more information on this.)
Select the members who you want to activate or deactivate by clicking on the box next to their name.
Click on the kebab menu (…) just above the member table on the right.
Select Deactivate members or Activate members, depending on the action you want to take.
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