Community Member Management Dashboard

What is Member Management?
Member Management is a panel that allows Community Administrators and Community Moderators to search, select, and take action on community members, individually or in bulk.

With Member Management, Community Administrators and Community Moderators can quickly find and select members using the search bar, then take a variety of actions such as approving, banning, or sending private messages. The panel supports bulk actions on multiple members at once as well as targeted action on individual members, delivering greater flexibility and control for managing a community.

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Role Permissions

1. Community Administrator: Has full access to Member Management, including sorting, searching, selecting members, taking any action from the Action Tab, adding members through the Quick Add Tab, importing members through the Import Tab, and reviewing the Import Log.
2. Community Moderator: Has access to Member Management but can only approve or reject pending members and send private messages to members.

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Sorting

By default, the member list in Member Management is sorted by registration date, displaying the most recently registered members first. The Community Administrator and Community Moderator can additionally sort the following columns:

1. Member: Sorts member display names alphabetically, in ascending or descending order.
2. Email: Sorts member email addresses alphabetically, in ascending or descending order. Email addresses beginning with uppercase letters are sorted before those beginning with lowercase letters.
3. Registration Date: Sorts members by registration date, in ascending or descending order, displaying the oldest or most recent member first.

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Search bar

The Member Management search bar has a range of filters tailored to the community's needs, making it quick and easy to find specific members. The filters available depend on the community's settings, including its groups, member profile fields, and other listed filters.

Members can also be found by entering an email address, name, username, or registration date into the search bar.

Help Article on Search commands on Member Management

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Member Selection

The Community Administrator or Community Moderator can select a single member, multiple members, or all members.

• Single/Multiple Selection: Select the checkbox beside a member's name to select that member.
• All Member Selection: To select all members for a bulk action, select one member, then select the Select all the members that match this selection link that appears beside the selected member count.
  
  

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Action Tab

The Action Tab lists every action that can be taken on a member of the community in a dropdown. The members must be selected first, followed by the desired action.

• Approve Members: Approves the selected members. Select the checkbox next to a member's name, then select Approve Members. Visible to the Community Moderator only when a pending member is selected.
• Reject Members: Rejects the selected members. Select the checkbox next to a member's name, then select Reject Members. Visible to the Community Moderator only when a pending member is selected.
• Add to Group: Adds the selected members to a group. Selecting this action displays the available group names. See Exceptions below for what happens when a selected member already belongs to the group.

• Remove from Group: Removes the selected members from a group. Selecting this action displays the available group names.
• Assign as Translation Moderator: Assigns a member as a Translation Moderator to perform translation work.
• Remove from Translation Moderator: Unassigns a member from the Translation Moderator role.
• Change Status: Changes the status of the selected members to Pending, Approved, or Banned.

• Private Message: Sends a private message to all selected members of the community.

  

• Add as Moderator: Assigns a member as a Community Moderator, Campaign Moderator, or Custom Field Moderator.

  

• Add as Administrator: Assigns a member as a Community Administrator or Campaign Administrator.
  
  

  

• Remove as Moderator: Unassigns members who are currently assigned as moderators.
• Remove as Administrator: Unassigns members who are currently assigned as administrators.
• Leaderboard: Turns leaderboard visibility on or off for the selected members.
• Ban Members: Bans one or more selected members. The Community Administrator has access only to the community-level Ban option, unlike the Workspace Administrator.
  
  

  
• Unban Members: Unbans a member previously banned at the community level. Available to the Community Administrator.
• Unlock Members: Unlocks a member who has been locked out due to inactivity or repeated incorrect password attempts.
• Idea Sharing: Bans or unbans the idea-sharing feature for the selected members.
• Send Password Reset: Sends a password reset email to the selected members. See Exceptions below.
• Email Verification Code: Sends an email verification code to one or more selected members. See Exceptions below.

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Member Details

Selecting a member's name opens a side panel showing that member's details.

Help Article on Member Details Side Panel

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Quick Add Tab

The Quick Add Tab adds members to the community by entering email addresses one at a time. When Workspace-level member approval is enabled, the message "Some of the invited Members may not appear in the Member Management until approved by the Workspace Administrator" is displayed.

Members added through Community Member Management by the Community Administrator receive both a verification email and a community invitation email.

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Import Tab

The Community Administrator can bulk upload or import members, member status, hide identity settings, and roles into the community using an Excel sheet through the Import Tab.

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Import Log

The Import Log records the internal processing details of an import operation. The log includes the following system-generated information:

1. Import Member: The time and other operational details of the import member operation.
2. Triggered By: The display name of the person who performed the import operation.
3. Total: The total number of members included in the import.
4. Successful: The number of members successfully imported.
5. Already Member: The number of members in the import who already existed in the community.
6. Invalid Email: The number of invalid email addresses in the import.
7. Blocked Email Domain: The number of email addresses excluded from the import due to a blocked email domain.

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Color Coding

Members are color-coded according to their member status.

1. Yellow/Dark Yellow: The member status is Pending and requires approval from a Community Moderator.
2. Light/Dark Green: The member has not yet approved the community invitation.
3. White/Grey: The member is Approved and active.

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Exceptions

1. Add to Group: If the Community Administrator attempts to add members who already belong to the selected group to that group, the system displays an alert message.
2. SSO-Only Workspace: The Send Password Reset and Email Verification Code options are not available when the workspace is configured for Single Sign-On (SSO) only.

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Frequently Asked Questions

What is the default sort order in Member Management?

By default, the member list is sorted by registration date, with the most recently registered members displayed first.

What happens when a member is added through the Quick Add Tab while Workspace-level member approval is enabled?

The added member may not appear in Member Management until a Workspace Administrator approves them, though the verification email and community invitation email are still sent.

Can a Community Moderator ban a member?

No. A Community Moderator's access to Member Management is limited to approving or rejecting pending members and sending private messages. Only a Community Administrator can ban a member from Member Management.

What does a Yellow or Dark Yellow color code indicate?

It indicates that the member's status is Pending and requires approval from a Community Moderator.

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Related Articles

• Help Article on Search commands on Member Management
• Help Article on Member Details Side Panel
• Help Article for Bulk Import Members
• Help Article for Member Status
• Help Article for Hide Identity
• Help Article for Roles