Webtools How-to Guide
Directory: Members
How to...
How to create a member
There are two ways to create a directory member in Webtools: (1) You can either click Add under the Directory Editor title, or (2) you can click the Member Editor link and click New Member. On the Add Member page, you will see a number of sections: Basic information, Affiliations, Contact Information, and Other Information.
There are two required fields at the Basic Information section: First Name and Last Name. These are indicated with asterisks and must be filled out. Anything else you see on the page is optional.
Although they are not required, please pay special attention to the Status field under Basic Information, and the Unit/Center/Program field under Affiliations. These two fields are to make sure that the member is displayed properly on all appropriate lists.
These instructions are all you need to create a simple member. Once you are done, you should always remember to click Save, OK on the confirmation prompt, then Exit.
Back to top
How to edit and preview a member
In order to edit a member in Webtools, go to the Member Editor, and locate the member you want to edit by filtering or searching. Here you have the option of filtering by center, department, specialty/interest, and name or member ID.
Once you locate the member on the members table, click the Edit link in the Action column. Here you will find the Edit Member page, where you can find the same fields used while creating the member.
Please remember to click the Save button on top of the page frequently for safer editing.
In order to view a quick list of the information entered for a member, you can click the Preview link of that entry on the Member Editor page.
Back to top
