Looking after members

Viewing a member's full record

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

Open a member's record to see everything about them in one place.

1. Open Members.
2. Press the three-dot menu on their row.
3. Choose View details.

At the top you see their name, status, role, email address and whether the email is verified.

Tabs in the record

• Overview: their balance, when they joined, when they were last active, and whether they finished onboarding. A Membership journey line shows when they registered, verified their email and were approved.
• Compliance: their Contact attestation (vetting decision), any Insurance certificates and any Consents they have given.
• Notes: private notes from brokers and admins.
• Actions: account tools, such as approving, suspending, sending a password reset or adjusting their balance. You can also edit parts of their profile here.

Editing a profile

On the Actions tab, press Edit next to Profile. You can change First name, Last name, Phone, Location, Tagline and Bio. Press Save changes.

You cannot change a member's email address, role or status here. Ask an admin if one of these needs to change.

Only change a member's profile when they ask you to, or when it breaks your community's rules. Tell them what you changed.

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

More guides in this topic

• How do I approve a new member?
• Finding and filtering members
• Keeping private notes about a member
• Suspending or reactivating a member
• Helping a member who cannot get into their account
• How do I correct a member's time balance?
• Supporting members who find technology hard

Still need help?

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