OptimCE — User guides

Create a member

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 Open my communities

Navigation
In the sidebar's profile menu, click "My communities" to see the list of communities you belong to.
1. Open my communities

2 Open the Members group

Navigation
In the "Management" section, click "Members" to reveal the submenu (members, meters, sharing operations).
2. Open the Members group

3 Open the members list

Navigation
In the submenu, click "Members" — this is the starting point for adding a new person to the community.
3. Open the members list

4 Start creating a member

Adding a member
Click "Add member" at the top of the list to open the four-step creation wizard.
4. Start creating a member

5 Pick the member type

Step 1 — Type
Select "Individual" to create a personal member. The "Company" option is reserved for legal entities and asks for different fields later.
5. Pick the member type

6 Fill in the personal information

Step 2 — Identity
Enter the national number, last name, first name, email address and phone number of the new member. All these fields are required to move past this step.
6. Fill in the personal information

7 Enter the address

Step 3 — Address
Fill in the home address: street, number, postcode and city. If the billing address is identical, tick the "Same address" checkbox right after to reuse it automatically.
7. Enter the address

8 Enter the banking details

Step 4 — Banking
Enter the member's IBAN — it is used for refunds tied to sharing operations. The format is validated as you type.
8. Enter the banking details

9 Submit the new member

Confirmation
Click "Submit" to send the form to the CRM. The member is created immediately and attached to the active community.
9. Submit the new member

10 Skip adding a meter

Confirmation dialog
A dialog offers to chain into meter creation. Pick "No" to stop here — you can always add a meter later from the member's detail page.
10. Skip adding a meter

11 Member created

Confirmation
The new member's detail page is now visible: their full name shows in the header and every field you entered is rendered. The member is ready to use in sharing operations.
11. Member created

Create a member

Guide utilisateur User guide Gebruikershandleiding Benutzerhandbuch

1 Open my communities

Navigation
Tap the menu icon to open the navigation drawer, then "My communities" to see the list of communities you belong to.
1. Open my communities

2 Open the Members group

Navigation
In the drawer, under "Management", tap "Members" to reveal the submenu (members, meters, sharing operations).
2. Open the Members group

3 Open the members list

Navigation
In the submenu, tap "Members" — this is the starting point for adding a new person to the community.
3. Open the members list

4 Start creating a member

Adding a member
Click "Add member" at the top of the list to open the four-step creation wizard.
4. Start creating a member

5 Pick the member type

Step 1 — Type
Select "Individual" to create a personal member. The "Company" option is reserved for legal entities and asks for different fields later.
5. Pick the member type

6 Fill in the personal information

Step 2 — Identity
Enter the national number, last name, first name, email address and phone number of the new member. All these fields are required to move past this step.
6. Fill in the personal information

7 Enter the address

Step 3 — Address
Fill in the home address: street, number, postcode and city. If the billing address is identical, tick the "Same address" checkbox right after to reuse it automatically.
7. Enter the address

8 Enter the banking details

Step 4 — Banking
Enter the member's IBAN — it is used for refunds tied to sharing operations. The format is validated as you type.
8. Enter the banking details

9 Submit the new member

Confirmation
Click "Submit" to send the form to the CRM. The member is created immediately and attached to the active community.
9. Submit the new member

10 Skip adding a meter

Confirmation dialog
A dialog offers to chain into meter creation. Pick "No" to stop here — you can always add a meter later from the member's detail page.
10. Skip adding a meter

11 Member created

Confirmation
The new member's detail page is now visible: their full name shows in the header and every field you entered is rendered. The member is ready to use in sharing operations.
11. Member created