Managing members

Finding a member

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

All your members are listed on the Users page. In the admin menu, open Users and press All Users.

Searching

Type into the search box. You can search by name, email, phone number or member number. You can also type words such as "pending" or "never logged in", or "role:admin" to list your admins.

Tabs

The tabs across the top filter the list:

• All Users
• Pending: waiting for approval.
• Active
• Suspended
• Banned
• Never Logged in
• Onboarding Incomplete: they have not finished the welcome steps.

What the list shows

Each row shows the member's Role, Status, Balance, Email activation and the date they Joined.

Opening a member

Press the three-dot button at the end of a row to see what you can do. Press Edit to open the member's full details. There you can change their details and role, correct their balance and help them sign in.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• Approving new members
• Making someone a broker or an admin
• Suspending, banning or reactivating a member
• Deleting a member's account
• Adding members yourself
• Helping a member who cannot sign in
• Setting up the welcome steps for new members
• Checking members' identity
• Keeping notes, tasks and tags about members
• Handling a member's request about their data

Still need help?

If you can't find what you need, get in touch and a person will help you.