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Overview

Purpose​

Manage all members within your organization, including clubs, teams, and NPOs. View member information, manage their access, edit details, and perform various administrative actions.

Route​

/manage/members

Screenshot​

Members list view showing member information with name, login, email, activity, and role columns
Members list view showing member information with name, login, email, activity, and role columns

Description​

The Members page provides a comprehensive interface for managing all members across your organization. This centralized view allows administrators to oversee member accounts, monitor activity, and perform various management actions.

Page Header​

The header displays:

  • 👥 Members: Page title with icon
  • User count: Shows total active users vs total users (e.g., "Users : (23 / 250)")
  • Logged-in user: Displayed in the top-right corner (e.g., "Team, Nithya")
  • Profile icon: Access to user profile and account settings

Action Buttons​

Create Button​

  • Green + Create button to add new members to the organization
  • Opens the member creation form
  • Allows adding new clubs, teams, NPOs, or individual members

Download Button​

  • ⬇ Download button to export member data
  • Download member list in various formats (CSV, Excel, etc.)
  • Useful for reporting and external analysis

Status Filter​

  • Status: Active dropdown filter
  • Filter members by their current status:
    • Active: Currently active members
    • Inactive: Deactivated or suspended members
    • All: Show all members regardless of status
  • Helps focus on specific member groups

Search Functionality​

  • Search box in the top-right corner
  • Real-time search across member information
  • Can search by name, login ID, email, or other attributes
  • Example search: "dem" shows matching results
  • ✕ button to clear search

Members Table​

The table displays member information with the following sortable columns:

Name ↕​

  • Member's name or organization name
  • Examples include:
    • Individual members: "Alpha Delta Gamma - Thomas More, NPO"
    • Clubs: "Club, Unified", "Club, Forthekids", "Club, KidsFirstbooster"
    • Organizations: "Bernardin Knights of Columbus, NPO", "DemoClub, Another"
  • Click column header to sort alphabetically

Login Id ↕​

  • Unique username for member login
  • Format varies by organization type (e.g., "unified.club", "kwhite24@demo.edu", "forthekids.club")
  • Used for authentication
  • Click column header to sort

Email Id ↕​

Activity ↕​

  • Numerical indicator of member activity level
  • Negative numbers may indicate days since last activity (e.g., "-68", "-9999", "-158")
  • Positive numbers may indicate recent engagement (e.g., "16")
  • Helps identify active vs. inactive members
  • Click column header to sort

Role ↕​

  • Member's role within the organization
  • Common role: "Member"
  • May include other roles like Admin, Manager, Coordinator, etc.
  • Click column header to sort by role

Actions (⚙)​

  • Gear icon in the last column
  • Click to open context menu with member-specific actions
  • Provides quick access to various management functions

Member Context Menu​

Clicking the gear icon (⚙) opens a menu with the following actions:

Member context menu showing available actions for managing individual members
Member context menu showing available actions for managing individual members

✏️ Edit​

  • Modify member's basic information
  • Update name, contact details, and other profile information
  • Opens edit form with current member data

🔓 Unlock​

  • Unlock a locked member account
  • Useful when a member is locked out due to failed login attempts
  • Restores account access

🔑 Change Password​

  • Reset or change the member's password
  • Administrative password management
  • May send new password to member's email

📝 Additional Notes​

  • Add or edit notes about the member
  • Internal notes for administrators
  • Track special circumstances or requirements

🏢 Club Details​

  • View or edit club-specific information
  • Access extended club profile data
  • Manage club-specific settings and configurations

👥 Resources​

  • Manage member resources
  • View and assign resources associated with the member
  • Track resource allocation and availability

📍 Locations​

  • Manage locations associated with the member
  • Set preferred or assigned locations
  • Useful for geographic or venue-based organizations

🔑 Change LoginId​

  • Modify the member's login username
  • Updates authentication credentials
  • Requires careful handling to avoid access issues

⚡ Toggle Active Status​

  • Switch member status between Active and Inactive
  • Temporarily disable access without deleting the account
  • Can be reversed easily

📦 Archive​

  • Archive the member account
  • Removes from active view but preserves data
  • Used for members who have left the organization

Pagination​

At the bottom of the table:

  • Navigation controls: First page (⏮), Previous (◀), Next (▶), Last page (⏭)
  • Current page indicator (highlighted in green)
  • Record count: "Showing 1 to 9 of 9 records"
  • Page size selector: Dropdown to adjust records per page (default: 25)

Use Cases​

The Members page is essential for:

  1. User Management: Centralized control over all member accounts
  2. Access Control: Manage login credentials and account status
  3. Activity Monitoring: Track member engagement and participation
  4. Bulk Operations: Download data for reporting or analysis
  5. Organization Structure: View all clubs, teams, and NPOs in one place
  6. Troubleshooting: Unlock accounts, reset passwords, and resolve access issues
  7. Record Keeping: Maintain comprehensive member records with notes
  8. Resource Allocation: Assign and track resources across members

Best Practices​

  • Regular Audits: Periodically review member list for inactive accounts
  • Status Management: Keep member statuses up to date (Active/Inactive)
  • Documentation: Use Additional Notes to track important member information
  • Search Efficiency: Use filters and search to quickly locate specific members
  • Data Exports: Regularly download member data for backup and reporting
  • Access Control: Use appropriate actions (Unlock, Toggle Status) rather than deletion when possible