Manage Your Community Members

On the People page in your dashboard, you can:

• Export member information

• Remove members or cancel their subscriptions

• Block members from the community

• Create invitations for potential members

• View detailed information about each member.

The member details you will see include:

• Channels, courses, and workflows the member has access to

• Library content available to the member

• Additional profile and activity information

How to View and Manage Your Community Members Information

Step 1: Click on the Admin Panel button.

Step 2: By default, you will land on the People page, which shows the member dashboard. This dashboard contains information on:

• Email

• Profile photo

• Name

• Member role

• Subscription status

You may see the following subscription statuses:

• Active: The member has an active subscription and full access.

• Cancelled: The subscription has been cancelled and will not renew.

• On Grace: The subscription has ended but the member still has temporary access until the grace period expires.

Please Note: Admins, owners, and moderators do not necessarily need a subscription to access the community, so they do not have a subscription status.

Remove, Cancel a Subscription, or Block Several Members at Once

Step 1: Select the checkboxes beside the member name.

Step 2: Click on the options button to open the action you want to perform.

Access Individual Member’s Record

Step 1: Click on the member’s name or search for the member using name or email. 

Step 2: This will open the member’s record of: 

• Bio details

• Last seen

• Subscription plan details

• Custom fields answers

• Posted posts count

• Posted comments count

• Community login visits count

• Courses enrolled in

• Segments added to

• Accessed Library contents

• Active workflows

Step 3: Click on the 3-dot menu to open options to remove, block, or cancel a member’s subscription.

Add or Remove a Member from a Course, Channel, Segment, or Library Content

Step 1: Click on the name of any section (Channels, Segments, Courses). In this example, we’ll use courses.

Step 2: Click on the name of the course.

Step 3: Go to the Enrollments tab in the course page. This will open up a list of members enrolled in the course.

Step 4: To remove a member, click the 3-dot icon on the left side of his/her name and click Remove. You can also search their name in the search bar and do the same.

Step 5: To add a member to a course, click the Enroll Students button.

Step 6: Tick the checkbox next to their name and click Enroll.