Documentation/Studio
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  • Getting started
    • Key concepts
    • Sign in
    • Create and switch organisations
  • Registers
    • Create and change a register
    • Upload and download entries
    • Add, edit and deactivate entries
    • Groups
    • Challenge codes
    • Connect and test an external register
    • Register activity
  • Membership definition
    • Add and order register assignments
    • Filters and outcomes
    • Preview before saving
    • Save and version history
  • Member code query
  • Members directory
    • Find a member
    • Look up the checks of a member code
    • Deactivate a membership
  • Communities
    • Create, rename and delete a community
    • Filter by register, status, groups and claims
  • Frontends
    • Create a frontend
    • Frontend keys
    • Sign-in settings
    • Sign-in branding
  • Login with appsolut
    • Sign-up and onboarding
    • Sign-in and sign-out
    • Support requests
  • Frontend users
    • Find a frontend user
    • Membership and activations
    • Block a frontend user
    • Export a frontend user's data
    • Disconnect a frontend
  • Membership check
    • Check modes
    • Results and the check log
    • Rate limits
    • Grace rule
  • Organisation settings
    • Organisation profile
    • Studio users and roles
    • Billing
    • Roadmap and feature requests

Add, edit and deactivate entries

Keep an internal register by hand: add an entry, change it, and switch it off or on again.

Studio roles: "Owner", "Administrator" and "Community manager".

Pannoniqa AG keeps its "Works council" register by hand: a few people, changed whenever the council changes. For a register of hundreds of people, an upload is quicker.

Find an entry

Open the register. Under "Entries", search with "Search by member code or name". Deactivated entries are listed too; clear "Show deactivated entries" to hide them.

Add an entry

  1. Choose "Add entry".
  2. Enter the "Member code". "Only the member code is required. It must be unique in this register."
  3. Fill in what you know: "First name", "Last name", "Birth date", "Phone", "Street", "Zip", "City", "Status", "Groups" and "Membership start". For "Groups", type a group and press Enter.
  4. Leave "Challenge required" on if onboarding should ask for the entry's challenge code, or switch it off.
  5. Choose "Add entry".

Give the names and the birth date as the person will type them when they onboard: the membership check compares them where the entry holds them.

Edit an entry

  1. In the entry's row, open its actions menu and choose "Edit".
  2. Change what you need in "Edit entry". A changed member code must be unique in the register too.
  3. Choose "Save changes".
The Edit entry dialog for member code PQ-10017, Johann Gruber, with his birth date, membership start, city, status Active and group LinzThe Edit entry dialog for member code PQ-10017, Johann Gruber, with his birth date, membership start, city, status Active and group Linz

A member picks up the change at their next membership check, which runs at every sign-in.

Deactivate an entry

Entries are never deleted. When a person should no longer qualify through this register, deactivate their entry:

  1. In the entry's row, open its actions menu and choose "Deactivate".
  2. Confirm with "Deactivate".

"Entry PQ-20412 will count as not being in this register. Its status stays as it is, and you can reactivate it at any time." At the person's next membership check, the next register of the membership definition is asked; if none decides, the person is no longer a valid member.

To switch the entry back on, open its actions menu and choose "Reactivate".

Every addition, change, deactivation and reactivation appears in the register activity, with the values before and after.