Member Onboarding & Creation

Overview

The Member Onboarding Subsystem (/members/create) allows administrators to introduce new members to the platform via individual invitations, direct manual provisioning, or large-scale automated CSV imports.

Single Member Invitation

Step 1: Identity & Credentials

• Full Name: Legal or preferred member display name.
• Primary Email: Account login identifier and notification address.
• Username / Handle: Unique system identifier (auto-suggested from email).
• Authentication Method: Send Magic Link invitation email or set a temporary password with mandatory reset on first login.

Step 2: Tier, Roles & Access

• System Role: Assign platform permissions (Member, Moderator, Admin).
• Membership Tier: Assign initial tier level (Free, Pro, VIP).
• Chapter / Sub-Community: Pre-enroll member into relevant regional chapters or groups.

Step 3: Classification Tags

• Attach organizational taxonomy tags (e.g., Engineering, Cohort 2026, London Chapter).

Step 4: Dispatch Welcome Email

• Preview and trigger a customized welcome email including platform branding, activation link, and quick onboarding checklist.

Bulk CSV Import

Seamlessly migrate thousands of member records from legacy databases, spreadsheets, or third-party CRM platforms.

  ┌─────────────────┐       ┌─────────────────┐       ┌─────────────────┐
  │  1. Upload CSV  │ ────> │ 2. Map Columns  │ ────> │ 3. Pre-Validate │
  └─────────────────┘       └─────────────────┘       └────────┬────────┘
                                                               │
                                                               ▼
                                                      ┌─────────────────┐
                                                      │ 4. Batch Import │
                                                      └─────────────────┘

1. Upload CSV File

• Drag and drop .csv or .xlsx files (up to 50MB per batch).
• Download the official sample template with predefined header formats.

2. Intelligent Field Mapping

• Auto-matches standard columns (First Name, Last Name, Email, Phone, Tags).
• Allows mapping custom spreadsheet headers to custom profile entity attributes.

3. Pre-Validation Engine

Before executing the import, the system validates the entire dataset:

• Duplicate Check: Highlights duplicate emails existing in the community or within the uploaded sheet.
• Format Verification: Checks for invalid email formats, missing required fields, and malformed phone numbers.
• Resolution Options: Choose whether to Skip Duplicates, Overwrite Existing Records, or Halt Import.

4. Processing & Progress Tracker

• Live background processing progress bar with success/failure counters.
• Downloadable error report detailing rejected rows with specific validation failure reasons.