How to Add or Invite a Member to Your Dorm in Dormefy

Key Feature Overview: #

Managing members in a shared living dorm is a critical task that can often become complex. Dormefy’s Add or Invite a Member feature streamlines this process, allowing dorm managers to onboard members using three different methods: email invitation, sharing an invitation code, or manual addition. This flexibility eliminates confusion and reduces the time spent on member management.


How the Feature Works: #

In Dormefy, adding new members is a key function for managing a dormitory. Dorm managers can use the following three options to onboard new members:

  1. Email Invitation
  2. Sharing an Invitation Code
  3. Manual Addition

This allows for seamless integration of new members into the dorm’s system, minimizing any potential issues during the process.


How to Invite a Member to Your Dorm: #

To invite a member via email, follow these steps:

  1. In the Manager Dashboard, go to the left sidebar and click on Tools.
  2. Click the Send Invitation button.
  3. When the email field appears, input the targeted member’s email address and click Create Invitation.
  4. Dormefy will immediately send an invitation email, and an invitation link will be created for the member to join the dorm.

The invitation link can also be shared via social media or messaging platforms if the member’s email is temporarily inaccessible. This allows them to join the dorm by simply clicking the link and providing their personal information. The process is quick and user-friendly, helping members get started within minutes.


How to Add a Member Manually: #

If you prefer to add a member manually, follow these steps:

  1. In the Manager Dashboard, select Members from the left sidebar.
  2. Click the Add Member button.
  3. Fill in the member’s Full Name (e.g., David Raw) and the Display Name (e.g., David). The display name is important as it will appear throughout Dormefy in various areas.
  4. Complete the necessary fields such as the status (set to Active) and meal preferences (set Meal Status to On if meal assignments are required).
  5. Choose Member Only from the Membership Type dropdown.
  6. Finally, click Create Member to add the new member.

Manual member addition gives the dorm manager control over member details and status.

Member Status: #

  • Active: The member will be involved in all functional costs and dorm activities.
  • Inactive: The member will remain listed in the dorm but will not participate in any dorm-related functions or costs.

How to Access the Add or Invite a Member Feature: #

  • Login to Dormefy: Access the Dormefy web app or Android app using your credentials.
  • Navigate to Tools Section: From the Manager Dashboard, go to the left sidebar and click Tools.
  • Send an Invitation or Add Manually: Choose to either send an invitation via email or invitation code or manually add the member.

How do I share the invitation link if the email doesn’t reach the member? #

If the email is inaccessible, you can share the invitation link via social media or messaging apps. Dormefy generates a shareable link to ensure the member can still join without relying on email access.

What happens if a member’s status is set to “Inactive”? #

Setting a member’s status to “Inactive” means they will not participate in dorm costs or activities. However, they remain listed in the dorm and can be reactivated when needed.

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Updated on September 6, 2024