Why would I need to manage an exchange?
- Timebank members can exchange many things, but the process is not straightforward for everyone.
- An exchange may need to be completed by an admin if one member becomes inactive.
- An admin may be required to send credits if a member stops responding to notifications.
- Exchanges may need to be closed or cancelled if inappropriate.
- Sub-accounts or offline exchanges will need to be added by an admin.
- Sign into your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'List exchanges'.
- Review the status of each exchange, eg 'Accepted', 'Completed', 'Pending'.
- Locate the exchange you wish to manage.
- Use the 'cog' icon on the right-hand side.
- Review the details of the exchange.
- Complete or close the exchange on behalf of the members.
Complete the exchange on behalf of the members:
- Enter the hours completed.
- Send a message.