Member Management

This manual provides a detailed introduction to the Member Management Function of the 1share platform, including operation methods, real-world usage examples, and frequently asked questions. It helps administrators manage member information efficiently and accurately, thereby enhancing member service satisfaction.

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Function Overview

The Member Management function offers a complete and intuitive interface for managing member data. The main functions include searching for members, batch importing and exporting, as well as viewing and editing member details. With this function, administrators can quickly process member information, ensuring data updates are timely and accurate.

Key features include:

• Member data search
• Batch import of member data
• Batch export of member data
• View and edit member details
• Member permission settings and management

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Operation Process Instructions

Search for Member Data

1. Log in to the platform backend and go to Management Area > Member Management.
2. Enter the member account, name, phone number, or other related information in the search box.
3. Click Search to display the list of matching members. Click the member name to enter the detail page.

Batch Import of Member Data

1. In Management Area > Member Management, click Import Member Data.
2. Download and fill in the member data according to the sample format provided by the system. Make sure all required fields are completed.
3. Select the file and upload it. After confirming the data is correct, click Import to complete batch processing.

Batch Export of Member Data

1. Go to Management Area > Member Management and select Export Member Data.
2. The system will automatically generate an export file in Office Excel 2003 format, suitable for further data processing and management.

View and Edit Member Information

1. Search for a member and click the member name to enter the member detail page.
2. The page will display all information of the member, such as account, name, contact details, address, and education history.
3. To modify the information, click Edit to make changes. After finishing, be sure to click Save to update the data.

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Member

Management Area > Member

This interface provides a detailed member list along with powerful filtering and management functions.

Filter Conditions

This is an advanced search tool that allows administrators to combine multiple conditions to accurately find members.

Status

Filter by account status. Options include All, Active, Expired/Suspended, Pending Verification.

Search Fields

Filter based on Account, Name, Email, Mobile Phone, Home Phone, ID Number, School, Class.

Logical Operators

Use AND or OR to combine multiple search conditions for more complex queries.

Add

Create a new member.

Activate

Activate the selected member account(s).

Suspend

Suspend the selected member account(s).

Add/Deduct Points

Add or deduct points for the selected member(s).

Delete

Delete the selected member account(s).

Export [All] Member Data

Export all complete member data from the platform in a single downloadable file.

Import Member Data

Import a file to batch create member accounts.

Member List

Displays each member’s details and status in table format.

Account (Student ID)

Member identification data, including profile picture, name, and account.

Registration Method

Shows the registration source of the member with an icon.

Email

The member’s email.

Mobile Phone

The member’s mobile phone number.

Created Date

The time the account was created.

Expiry Date

The account’s expiration date.

Remaining Points

Shows the current remaining points in the member’s account.

Top-up

A quick top-up section with an input box and + - buttons, allowing administrators to directly add or deduct points for a single member.

Learning Records

View the member’s course activity history.

Login Records

View all login history of the member.

Point Records

View all point top-ups and spending records.

Edit

Edit the data of a single member.

Delete

Delete a single member account.

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Add / Edit Member Settings

Management Area > Member > Add / Edit

This interface allows administrators to create new member accounts, personal details, contact information, and educational/work background.

Login Account / Password

Set the account and password used for login.

Profile Picture

Upload a profile picture for the member. Limit: resolution 200x300, file size < 100K.

Permissions

Set this account’s status: Active or Suspended.

Expiry Date

Set the validity period of this account.

Name

Record the member’s name.

Gender

Choose the member’s gender: Male, Female, or Prefer not to disclose.

Registration Method

Record the member’s registration source.

ID Number

Record the member’s ID number.

Birthday

Record the member’s date of birth.

Email

Record the member’s email.

Home Phone

Record the member’s home phone number.

Mobile Phone

Record the member’s mobile phone number.

School

Record the member’s current school.

Class

Record the member’s class.

Highest Education

Record the member’s highest educational attainment.

Graduated School

Record the member’s graduated school.

Employer

Record the member’s current company or organization.

Job Title

Record the member’s current job title.

Mailing Address

Record the member’s mailing address.

Remarks

A text area for recording any additional notes or special information about the member.

Save

Save all filled member information and complete the addition.

Cancel

Cancel editing and close the add window.

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Member Learning Records

Management Area > Member > Learning Records

This interface provides the complete viewing activity log of a single member, serving as the most important data source for analyzing learning behavior and engagement.

Window Title

The window title dynamically displays the member’s name and account, clearly indicating whose record is being viewed.

Date Filter

Administrators can set start and end dates to query learning activities within a specific timeframe.

Learning Record List

Displays each course viewing activity in chronological order.

Serial number.

Subject

The subject of the viewed course.

Course

The specific course viewed.

Unit

The unit/module viewed.

Teacher

The teacher of the course.

Course Length

The total duration of the video.

Authorized Viewing

The authorized start and end times for viewing the video.

Viewing Duration (This Time)

The actual viewing duration for this session.

Total Viewing Duration

The total accumulated time spent on this video.

Points Deducted

Points deducted for watching the video.

Replay Count

Number of times the video was rewatched.

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Login Records

Management Area > Member > Login Records

This interface provides the complete login and logout activity log of a single member, which is critical for security audits and behavior analysis.

Window Title

The window title dynamically displays the member’s name and account, clearly indicating whose record is being viewed.

Date Filter

Administrators can set start and end dates to query login activities within a specific timeframe.

Login Record List

Displays each login activity in reverse chronological order (newest first).

Date & Time

The login time of the activity.

Logout Time

The logout time of the activity.

Device

An icon representing the member’s device.

Login Method

Indicates the login method, e.g., “Standard Account/Password Login.”

Source IP Address

The IP address used during login.

OS

The operating system of the login device.

Browser

The browser name and version used for login.

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Point Records

Management Area > Member > Point Records

This interface provides the complete point history of a single member, including top-ups and spending logs, serving as the member’s personal “point passbook.”

Window Title

The window title dynamically displays the member’s name and account, clearly indicating whose record is being viewed.

Date Filter

Administrators can set start and end dates to query point changes within a specific timeframe.

Point Record List

Displays each point transaction in reverse chronological order (newest first).

Date & Time

Exact time of the transaction.

Original Points

Points balance before the transaction.

Points Change

The number of points added (positive) or deducted (negative).

Remaining Points

The updated balance after the transaction.

Operator

The user who executed the transaction.

Description

Detailed explanation of the transaction.

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Export Member Data

Management Area > Member > Export Member Data

This function allows administrators to export member data into Excel format. It is recommended to use Office Excel 2003 to ensure compatibility.

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Import Member Data

Management Area > Member > Import Member Data

Administrators can use this batch import function to quickly add multiple members. Files must be in Office Excel 2003 format to ensure smooth processing.

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Usage Scenarios

• New Semester Member Setup: At the start of the semester, batch add multiple members at once to save time and manpower.
• Lost Account Recovery: If a member forgets their account or password, administrators can quickly locate their profile and provide assistance.
• Regular Updates: Keep member contact information and personal data up to date.
• Permission Adjustments: Update member permissions anytime to reflect role changes.
• Regular Backups: Export member data regularly for secure backups and easy recovery.

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FAQ

Q1: How should I handle errors when importing member data?

A: First, confirm that the file format and data fields match system requirements. If the issue persists, contact the system administrator.

Q2: If there are errors in the imported batch data, can I re-upload it?

A: Yes. You can re-import the updated data, and the system will automatically overwrite old records.

Q3: How can I quickly adjust permissions for multiple members at once?

A: Currently, the system only supports individual adjustments. It is recommended to use the member list for quick step-by-step settings.

Q4: Can members update their own personal information?

A: Members can update basic information themselves. Sensitive data such as permissions and expiry dates can only be modified by administrators.

Q5: In the “Member” management section, which account status options can administrators use to filter members?

A: Status options include All, Active, Expired/Suspended, and Pending Verification.

Q6: In the “Add / Edit Member Settings” interface, besides account and personal information, what contact and educational details can be set?

A: You can set Email, Home Phone, Mobile Phone, as well as School, Class, Highest Education, Graduated School, Employer, Job Title, and Mailing Address.

Q7: What data points does the “Member Learning Records” interface provide for analyzing course viewing behavior?

A: It includes Subject, Course, Unit, Teacher, Course Length, Authorized Viewing Time, Viewing Duration (This Time), Total Viewing Duration, Points Deducted, and Replay Count.

Q8: In the main “Member” interface, what quick actions or records can administrators access for a single member?

A: Administrators can Top-up Points, View Learning Records, View Login Records, View Point Records, Edit Member Data, and Delete Member Account.

Q9: In the “Login Records” interface, what additional device and network information is recorded besides date and time?

A: It records Login Time, Logout Time, Device (with icon), Login Method, Source IP Address, Operating System, and Browser (name and version).

Q10: When searching for members, what logical operators can administrators use to combine multiple conditions?

A: Administrators can use AND and OR operators for complex queries.

Q11: In the “Add / Edit Member Settings” interface, what other personal information besides name can be recorded?

A: Login Account, Password, Profile Picture, Permissions (Active/Suspended), Expiry Date, Gender, Registration Method, ID Number, and Birthday.

Q12: The “Point Records” interface is compared to what, and what key information does it display in reverse order?

A: It is compared to a member’s Personal Point Passbook. It lists records in reverse chronological order including Date & Time, Original Points, Points Change, Remaining Points, Operator, and Description.

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This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.