Manage members

Everything about the people in your community lives in Administration › Members. That's where you find someone, adjust their profile, change their role and remove anyone who shouldn't stay.

#What it's for

• Finding a person by name or email.
• Promoting someone to moderator or admin.
• Fixing someone's display name or photo.
• Organizing people with tags and groups.
• Taking someone out of the community.

#Who can open it

The owner, admins and moderators can open Members. Finance can open it too, but only sees the Subscriptions tab. What each of them can do there:

See Roles and permissions.

#How it works

#The tabs

Each person only sees the tabs for their role. Each tab has its own address (/members?tab=subscriptions, ?tab=gamification…), so you can send someone straight to it.

#The list

Each row shows the Profile (display name and type: User or Company), the Member (the account's name and email), the Role, the Tags and Last access (or Never). At the top:

• Search by name or email…;
• the role filter (All Roles, Owner, Admin…);
• the Tags and Groups filters;
• Clear filters.

The list is paginated ("Page 1 of 3 (64 members found)"), with Previous and Next.

#What belongs to the account and what belongs to the profile

When editing, the fields split like this:

See Account and profile.

#Step by step

#Find someone

1. Administration › Members.
2. Type part of the name or email in Search by name or email….
3. For lists of people: filter by role, tag or group.

#Change the role

Role: owner or admin.

1. Find the person and open the editor (Edit Member Profile).
2. In Role, pick the new role.
3. Save changes. The person's menu and buttons change on the next screen they open.

Rules: only an owner can make someone an owner or change an owner; the Finance role is granted by an owner or an admin.

#Edit the profile

Role: owner or admin.

Open the editor, change Community Display Name, Tagline, Profile Type or Avatar, and save.

#Add tags and groups

Role: owner, admin or moderator.

• Tags: right in the table's Tags column, or in the editor. See Tags.
• Groups and leader: open the person's Place in the organization. See Groups and org chart.

#Remove from the community

Role: owner or admin.

1. Open the person's menu and choose Remove Member.
2. Confirm. The screen warns you what is lost: the profile data, the activity history, and the contributions and achievements in this community.

Removing deletes the profile in this community. The person's account stays, and they remain in any other communities they belong to. To come back, they need a new invite or open sign-up.

Removing someone does not cancel their subscriptions. If the person pays for a plan, cancel the subscription first so they don't keep being charged.

#Examples

Promoting a dedicated student to moderator. Search for Gisele, open the editor, set Role = Moderator, save. She now sees Administration › Members, can pin posts and moderate comments.

Fixing a company's display name. The Studio X profile shows up as contato: edit Community Display Name to Studio X and Profile Type to Company.

Finding people who never signed in. In the Last access column, look for Never: those are people who were invited and never came in. Send them the Forgot password? route.

#Common errors and how to fix them

#Frequently asked questions

Can I change a member's email? Not from the community: only Memberfy support can, because the email is their login in every community.

Why can't an admin edit the owner? That's the owner's protection: no admin action reaches an owner.

Can I export the member list? Through the API (GET /api/profiles/list), paginated.

Are removing and banning the same thing? There is no ban. Removing takes away the profile; if sign-up is open, the person can sign up again.

#In the API

GET /api/profiles/list (search, role, sortBy), PUT /api/profiles/{id}, PUT /api/profiles/{id}/role, DELETE /api/profiles/{id}. See Profiles.

#Related

• Invite members
• Roles and permissions
• Tags
• Groups and org chart