Add Participant

Kudvo

Last Update hace 2 meses

The "Add Participant" feature offers two options:


  1. New Participant – Manually add a single participant.

  2. Import Participants – Bulk upload multiple participants via CSV.

Option 1: New Participant (Manual Entry)

Admins can manually enter participant details one by one.

Fields for New Participant


  • Membership Number – Unique identifier (e.g., Shareholder ID, Employee ID).

  • Name – Full name of the participant.

  • Email or SMS (Mandatory) – At least one contact method must be provided for notifications.

  • Weightage – Voting power (default = 1, adjustable by role).


Steps to Add a New Participant
  1. Click "New Participant".

  2. Enter Membership Number, Name, and Weightage.

  3. Provide either an Email or SMS contact.

  4. Click "Save" to add the participant.

  5. The system validates the entry:

    • Successful: "Participant added successfully."

    • Invalid: Displays an error (e.g., "Membership number not found.").

Option 2: Import Participants (Bulk Upload)

Admins can upload multiple participants at once using a CSV (.csv) file.

Steps to Import Participants
  1. Click "Import Participants".

  2. Upload a CSV file with participant details.

  3. The system validates the file and displays a preview.

Click "Confirm Import" to add all participants.

File Format Requirements
Column NameDescriptionExample
Membership No.
Unique participant ID
12345
NameFull name of participanJohn Doe
Email or SMSAt least one required for notifications[email protected] / +1234567890
WeightageVoting power (numeric)1, 5, 10
System Validations for File Upload


Correct Format – The file must match the required columns.
Duplicate Entries – The system prevents duplicate membership numbers.
Missing Data – An error appears if required fields are empty.
Successful Upload – "X Participants Added Successfully."


Final Actions & Buttons


  • Save – Confirms a manually added participant.

  • Import – Processes multiple participants at once.

  • Cancel – Exits without saving changes.

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