# Manage members

> The member list, filters and search, editing someone's profile, changing their role, adding tags and groups, removing someone from the community, and the rules about who can change whom.

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:

| Action | Owner | Admin | Moderator |
|---|:-:|:-:|:-:|
| View and search members | ✔ | ✔ | ✔ |
| Add and remove tags | ✔ | ✔ | ✔ |
| Change groups and place in the org chart | ✔ | ✔ | ✔ |
| Invite and create members | ✔ | ✔ | — |
| Edit someone's profile and change their role | ✔ | ✔ (except an owner's) | — |
| Remove someone | ✔ | ✔ (except an owner) | — |
| Change another owner | ✔ | — | — |

See [Roles and permissions](/conceitos/papeis-e-permissoes).

## 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.

| Tab | What's in it | Who sees it |
|---|---|---|
| **Members** | The list of people | Owner, admin and moderator |
| **Subscriptions** | Who subscribes to what, how much they pay and when the next charge is. See [Subscription management](/pagamentos/gestao-de-assinaturas) | Owner, admin and finance |
| **Groups** | Classes, teams and departments. See [Groups and org chart](/membros/grupos-e-organograma) | Owner, admin and moderator |
| **Tags** | The tags in use. See [Tags](/membros/tags) | Owner, admin and moderator |
| **Org chart** | Who reports to whom | Owner, admin and moderator |
| **Gamification** | Turning points on and off and how much each action is worth. See [Gamification](/membros/gamificacao) | Owner and admin |
| **Logs** | Who did what in the community: team, AI assistant and members. See [Activity logs](/membros/registros-de-atividades) | Owner and admin |

### 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:

| Field | Comes from | Who can change it |
|---|---|---|
| **Community Display Name** | Profile | The team and the person themselves (*"Empty = global name"*) |
| **Tagline** | Profile | The team and the person themselves |
| **Profile Type** | Profile | The team and the person themselves |
| **Avatar** | Profile | The team and the person themselves (JPG, PNG or GIF, up to 2 MB) |
| **Role** | Profile | Owner and admins |
| **Full Name (Global)** | Account | Only the person, in My Account |
| **Email (Global)** | Account | Only Memberfy support: *"Only Memberfy support can change the login e-mail, because it applies to every community this person belongs to."* |

See [Account and profile](/conceitos/conta-e-perfil).

## 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](/membros/tags).
- **Groups and leader**: open the person's **Place in the organization**. See [Groups and org chart](/membros/grupos-e-organograma).

### 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.

> [!NOTE]
> 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

| Message | What to do |
|---|---|
| *Only an owner or a SuperAdmin can remove, demote or change an owner.* | Ask another owner |
| *Only an owner or a SuperAdmin can make someone an owner.* | Ask an owner |
| *Only owners and admins can assign the finance role.* | Ask an admin |
| *You do not have permission to modify this profile.* | You are a moderator or a member |
| *Role is required* | Pick the role before saving |
| *File must be at most 5MB* | Use a smaller image |

## 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](/api/referencia/profiles).

## Related

- [Invite members](/membros/convidar-membros)
- [Roles and permissions](/conceitos/papeis-e-permissoes)
- [Tags](/membros/tags)
- [Groups and org chart](/membros/grupos-e-organograma)