Manage your community members

Overview

In the dashboard on the people's page, one can export member information, remove and cancel subscriptions, block members, create invitations for potential community members, and view the community information of a member. This includes the member's channels, courses, active workflows, and library content that the member has access to. It also includes other information, as well.

1. Click on the "Admin Panel" button

2. Click on the people menu on the left-hand side of your admin menu to see the member’s dashboard. It contains info on

• Email

• Profile photo

• Name

• Member type

• Subscription status

  Admin/Owners/Moderators do not have a subscription status because you do not need one to access the community.

Remove, cancel a subscription, or block a number of members at once:

1. Select the checkboxes beside the member name

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

   

Access individual member’s record

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

   

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

   

3. Click on the 3 dot menu to open options to remove/block/cancel member’s subscription

   

Remove or Add a member from the course/channel/segment/library content

1. Click on the 3 dot menu of any section e.g, Courses

2. Select the add or remove courses option

   

3. To remove a member from a course, click the x icon on the course name in the Member's courses section

   

4. To add a member to a course, search for the course from the dropdown, and select the course

   

5. Click ‘save’

In-depth overview video