For community admins

Managing members

Find, approve, help and manage members, and give people broker or admin rights.

11 guides

• Finding a member

  Search for any member by name, email, phone or status, and open their details.

• Approving new members

  Let new members into your community when your community approves people before they join.

• Making someone a broker or an admin

  Change a member's role to Broker or Admin so they can help run your community.

• Suspending, banning or reactivating a member

  Stop someone using your community for a while or for good, and let them back in later.

• Deleting a member's account

  Permanently erase a member and their personal data. This cannot be undone.

• Adding members yourself

  Create an account for someone, or add many people at once from a spreadsheet.

• Helping a member who cannot sign in

  Send a password reset, resend emails or reset two-factor sign-in for a member.

• Setting up the welcome steps for new members

  Choose which welcome steps new members see, what they must fill in and what text they read.

• Checking members' identity

  Switch on identity verification so members can prove who they are and show a verified badge.

• Keeping notes, tasks and tags about members

  Use the CRM pages to record private notes, plan follow-up tasks and group members with tags.

• Handling a member's request about their data

  Record and deal with requests to see, move or delete a member's personal data.

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