Managing Members
How to add, edit, suspend, and export members in the admin panel.
The Members section is the core of your association management. Here you maintain your full member roster and manage each member's details, status, and role.
Viewing the member list
The Members list shows all members of your association with their name, email, membership tier, status, and role. Use the search bar and filters to find specific members quickly.
Editing a member's record
Click on any member to open their full record. From here you can update their personal details, change their membership tier, modify their role, view their financial history, and manage their account status.
Membership statuses
| Status | Meaning |
|---|---|
| Active | Full access to the portal and all available modules |
| Pending | Invited but hasn't accepted or completed registration |
| Suspended | Account access is temporarily restricted |
| Exited | Member has left the association; portal access is revoked |
Exporting member data
Use the Export button in the Members list to download a CSV of your full member roster. This export includes all profile fields and can be used for offline reporting or data migration.
Related articles
Inviting Members to Your Association
How to add members individually, in bulk via CSV, or through invitation emails.
Managing Roles and Custom Permissions
How to create custom roles and assign granular permissions to admin users.
Importing Members via CSV
Bulk-add hundreds of members at once using the CSV import feature.