Looking after members

Finding and filtering members

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

Members lists everyone in your community. Across the top you see Total members, Pending approval, Active members and Suspended members. Press a counter to open that list.

Tabs

• All: everyone
• Pending: waiting for approval
• Active: approved members who can use the site
• Suspended: members who cannot sign in at the moment
• Never logged in: approved members who have not signed in yet
• Onboarding incomplete: members who have not finished the setup steps

The last two tabs are a good place to start when you want to offer help to people who are stuck.

Searching and filtering

• Type a name or email into Search members....
• Use Filter by role to show only members, brokers or admins, for example.

What each row shows

Each row shows the member's name, status, role, whether their email is verified, their balance in hours, when they were last active and when they joined.

Row actions

Press the three-dot menu at the end of a row to:

• View details: open the member's full record
• View Profile: see their public profile in a new tab
• Send Message: start a message to them in a new tab
• Notes: read or add private notes
• Check Vetting: open their vetting record
• Approve, Suspend or Reactivate, depending on their status

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?
• Viewing a member's full record
• 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.