Finding and Managing Members

You can find and manage all members through either the website dashboard or the mobile app.


Steps to View Your Members

On the Website (Desktop):

  1. Go to Members on your Web Dashboard

  2. Browse the list, or use search and filters to find a specific member

  3. Click a member to open their profile, where you can edit their details, Access Groups, or roles

On the Mobile App:

  1. Open the Management tab on the App Home Screen

  2. Tap Members

  3. Browse, search, or filter to find members

  4. Tap a member to open their profile


What You Can Do From the Members List

  • View each member’s name, email, and the contact details you have configured

  • Search by name, email, or other profile fields

  • Filter by Access Group, role, status, or registration

  • Open a member to edit their profile, change Access Groups, assign roles, or remove them

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