How to asssign multiple roles to member

You can assign more than one role to a member during the process of adding or editing their profile. Follow the steps below:

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Steps to Assign Multiple Roles

1. Log in to NERSAPP
   
   • Open your NERSAPP account and log in with your credentials.
2. Go to Members Module
   
   • Click on Apps from the dashboard.
   • Select Members and Click on Profiles under the Members section.
3. Find the Member

• Use the Search bar to find the member whose profile you want to assign the roles
• Or scroll through the list to find them.

4. Open Edit Menu
   
   • Once you find the member, scroll horizontally to the right to see the three dots (⋮) beside their name or profile.
   • Click on the dots
   • and choose Edit from the options.

5. Assign Roles
   
   • On  the role assignment section on the right side of the page.
     
   • You will see options to assign different roles, such as:
     
     • Basic Student Role
     • Parent Role
     • Basic Educator Role
     • Manager Role
   • Click on the roles you want to assign.
     
6. Customize Each Role
   
   • For each selected role, fill out the necessary details:
     • Basic Student Role: Add the class, type, and admission date.
     • Parent Role: Assign ward(s) to the member.
     • Basic Educator Role: Add the educator title and employment date.
     • Manager Role: Add the title prefix, managerial title, and employment date.
7. Save Changes
   
   • After assigning all the required roles, click Save Record to complete the process.

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Notes

• A member can have multiple roles, such as being a parent and an educator, depending on their responsibilities.
• Ensure you provide accurate information for each role to avoid errors.

By following these steps, you can assign multiple roles to a member during their registration or profile update.