Member management

The Member management tab is part of Letters of Introduction in the Affinet dashboard. It lists validated members: members you have approved for letters of introduction. For each member you can see their validation code, membership end date, admin notes, and when they were approved or last used, and you can edit or remove them.

Where to find it

  1. Open the Affinet dashboard.
  2. Click Letters of Introduction in the dashboard navigation.
  3. Click the Member management tab in the left sidebar.

The list may take a moment to load. If there are no validated members, you’ll see a message that no validated members were found.

What you see

A table of validated members. Columns include:

  • Name – member’s full name
  • Email
  • Validation Code – code used when generating letters for this member
  • Membership End Date
  • Home Admin Note – your note (e.g. conditions or reminders); shows “(none)” if empty
  • Approved At – when they were approved for letters
  • Last Used – when a letter was last used (if available)
  • Actions – Edit and Delete

Actions

Edit – change the member’s details or the Home Admin Note. The note can be used in your letter template and is stored for future letters with this validation code. Save your changes in the edit form.

Delete – remove the member from the validated list. They will no longer appear here and you will not be able to issue new letters for them using this validation. Use with care; you may need to add them again later if they rejoin or are re-validated.

Tip

Use the Home Admin Note to record things like “VIP” or “Restrict to dining only” so your letter template or process can use that information.

  • Outgoing requests – approve or reject new requests and manage issued letters.
  • Letter fields – what data appears on letters (including notes).
  • Letter template – how the letter is laid out and which tokens (e.g. member name, notes) are used.