Add Participant
Kudvo
Last Update hace 2 meses
The "Add Participant" feature offers two options:
New Participant – Manually add a single participant.
Import Participants – Bulk upload multiple participants via CSV.

Option 1: New Participant (Manual Entry)
Admins can manually enter participant details one by one.

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).
Click "New Participant".
Enter Membership Number, Name, and Weightage.
Provide either an Email or SMS contact.
Click "Save" to add the participant.
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 ParticipantsClick "Import Participants".
Upload a CSV file with participant details.
The system validates the file and displays a preview.
File Format Requirements
Column Name | Description | Example |
Membership No. | Unique participant ID | 12345 |
Name | Full name of participan | John Doe |
Email or SMS | At least one required for notifications | [email protected] / +1234567890 |
Weightage | Voting power (numeric) | 1, 5, 10 |

✅ 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."
Save – Confirms a manually added participant.
Import – Processes multiple participants at once.
Cancel – Exits without saving changes.