Find and manage members

The Members page lists everyone in your tenancy. Search them, filter by any field, and see them as a table, a board or cards.

1. 1

   Open Members. The table shows each person with their role, tags, joined date and the custom fields you have chosen to show.

   
2. 2

   Type in the search box to search names, email, phone, tags and the text in any custom field. Results update as you type.

3. 3

   Choose Filters to narrow by role, status, community, membership, joined dates and tags. Choose Add a custom field filter to filter on any custom field, for example Stage is Champion.

   
4. 4

   Choose a column heading to sort by it. Choose Columns to show or hide columns, including your custom fields.

5. 5

   Choose Add member to create someone directly. A new person gets a temporary password, shown once, to pass on.

6. 6

   Choose a person's name to open their page. Choose Edit details to change their name, phone, tags, notes and custom fields, or change their role or remove them.