Searching for a member
- Go to Members in the navigation menu.
- Type a name, email address, or mobile number in the search box.
- Click the member's name in the results to open their record.
What's in a member record
- Contact details — all email addresses, mobile numbers, and landlines on file.
- Subscriptions — which topics they are subscribed to and the preferred channel for each.
- Event registrations — events they have registered for and attendance status.
- Message history — messages they have received, and whether each was delivered.
Editing a member's details
Open the member record and click Edit. You can update contact details, add or remove contact methods, and change topic subscriptions.
Members can update their own details from their personal subscription page. Encouraging self-service reduces admin effort and keeps records more accurate over time.
Resetting a member's access
If a member is locked out or has forgotten their login:
- Open their member record.
- Click Reset security.
- Choose to send them a new login link (recommended) or clear their password so they can set a new one on their next login.
Updating subscriptions on behalf of a member
From a member record, scroll to the Subscriptions section. Tick or untick topics, and change the preferred channel for each. Click Save when done.