Quick Create Wizard - Create New Member

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000105769

Create a New Member

By clicking on the New Member option a 5 step wizard will show onscreen.

What type of member?

Here the admin will need to select whether this member represents a company or an individual.

For more information about listing types
What are Listing Types and the Differences Between Company vs. Individual Profiles 

Basic Member Information

Here the admin will need to input the basic member information

The fields to complete are:

• First Name
• Last name
• Company Name
• Phone Number
• Email address
• Password

The admin can also add new members manually from My Members Section, for more information:
How To Add Members Manually Via The Admin 

Account Settings

From here the admin will be able to Configure the member's account status and subscription plan, set the top category and additional options for email notifications.

These are the fields that need to be filled in this section:

• Initial Account Status : Active or Inactive.
• Membership plan
• Top level Category
• Allow Duplicate email address (this will enable to create the account even if another member with the same email already exists)
• Email Notification  (this will send the automated welcome email with login instructions to the new member)

Review and Confirm

In this section of the wizard the admin will be able review all the information before creating the member account. 

Success Message

Finally, the admin will se a success message. From the Admin will be able to Login as the newly created member or create a new member on the wizard.