How to manage a member account
Site owners and administrators have full access to the member list and individual member account profiles. While updates to member plans and profiles can be made, we strongly recommended obtaining prior consent from members for any changes related to payments.
To simplify this process, consider including Terms & Conditions that allow for administrative updates. By agreeing to these terms during signup, members consent to necessary changes, reducing the need for repeated permissions.
| Managing Member List | Managing Member Details |
Managing your Members List
Go to Members in the left-hand menu to view the list of member accounts.
While viewing your member list you can do the following:
- Filter by plan status, name, or approval status
- Search members by keyword
- Message Members (requires setup)
- Invite New Members
- Export the member list
- Change member pricing via migration (requires support)
Managing Member Details
To view and manage the full member profile go to Members in the left-hand menu in the left navigation > click View member details
While viewing the member profile you can do the following:
- Add or change the member's plan
- Cancel a member plan
- View member events (logins, plan events, email history)
- View product views.
- View the customer profile in Stripe
- Edit the member profile, including custom sign up fields
- View the charge history and invoices
- Resend a member invite email (if not yet accepted)
- Approve or deny a member
- Add private admin-only notes
- Delete a member
A member cannot be deleted if they are on an active recurring/multiple payment plan.