For brokers and coordinators

Looking after members

Approve new members, keep notes, help people with their accounts and correct balances.

8 guides

• How do I approve a new member?

  New registrations wait in the Pending tab until a broker or admin approves them.

• Finding and filtering members

  Search the member list and use tabs to find people who are pending, suspended or have never signed in.

• Viewing a member's full record

  The member record brings together their status, balance, compliance records, notes and account actions.

• Keeping private notes about a member

  Notes help brokers share context. Members cannot see them.

• Suspending or reactivating a member

  Suspending stops a member signing in. You can reactivate them later.

• Helping a member who cannot get into their account

  Resend a verification email, send a password reset, or reset two-factor sign-in for a member.

• How do I correct a member's time balance?

  Add or remove hours from a member's balance, with a reason the member can see.

• Supporting members who find technology hard

  Practical ways to help members who struggle with the website, and what the site does not let you do for them.

Still need help?

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