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Everything about the people in your organisation lives here: how they join, what you store about them, how you find them again, and what happens when they leave. Looking for how to add someone? There are four routes and Adding Members compares them: register a member yourself, invite them, let them sign themselves up, or import a spreadsheet.

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The member directory

Members in the sidebar lists everyone in your organisation. Settings → Users & Profiles → Who Can See Members in General Groups decides who sees it at all: All Users, HR Local, HR Tenant, Admin Local or Admin Tenant. At an admin level, ordinary members never see the directory.
Always reach the directory from the sidebar rather than by typing a URL. The organisation-wide list lives at /users?generalUnit=true; a bare /users has no scope to show and renders an empty page. The same screen shows a single group’s members at /users?unit={id}.
Member directory in table view with the filter bar, member rows and the CSV export button Three views share the same filters: the table, Gallery (photo cards) and Map, which plots members who have a town on their profile.

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Filters

The filter bar changes with your permissions and active modules. Only these filters exist:
Grace period only appears when the fee is mandatory, auto deactivation on expiry is on, and the deactivation delay is more than zero days. It finds members whose fee has expired but who are still inside that delay.
The permission and user-type filters are enforced server side: asking without the required permission returns access denied, not an unfiltered list. A date-joined range (From / Until) exists in the mobile filter sheet only; the desktop bar has no equivalent.

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Columns, sorting and row actions

Sortable headers: name, user type, full member, age, card ID, town, country or county, chapter, fee date and status. Sorting applies to the whole result set, not just the current page. Columns are permission-gated rather than chosen: The column menu itself (the table icon above the list) needs HR_TENANT, and it only appears in the table view, never in Gallery or Map. Each row’s menu holds View Profile, Modify Profile and Modify Roles (ADMIN_LOCAL and above), plus making or removing a unit admin inside a unit. Members pending approval (New request) or waitlisted get Approve and Add to waiting list shortcuts next to the name, and a New requests (N) button jumps to that queue. There is no multi-select: actions apply one member at a time.

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Export and adding members

The Excel icon exports the current filtered, sorted list as CSV. Exports are paged at 500 profiles: below that you confirm and download, above it you pick which page, so a large organisation needs several exports. Export needs HR_TENANT, or HR_LOCAL with a chapter selected, and each export is written to the audit log with the exact query used. A Members report in Reports has no such paging: the download holds every matching member in one file, however many there are. It needs ADMIN_TENANT and it is built from its own column and filter picker rather than from the list you are looking at, so the directory export stays the quicker route for a chapter admin or for the list already on screen. Register member creates an account directly; it needs HR_TENANT, or HR_LOCAL for your own local center. The status comes from Default Status for Admin-Created Users, and with an email address supplied the member gets a welcome message with a login link. For many people at once, use Import. Invite a friend, next to it, sends a registration link instead. All four routes side by side: Adding Members.

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Worked example: what a chapter treasurer sees

Permission names on their own do not tell you what lands on screen, because the directory gates the filters, the columns and the export separately. Here is the same person, a chapter treasurer holding only FINANCIAL_LOCAL on their own chapter, walking through the list. So a treasurer who needs to work through unpaid members chapter by chapter needs FINANCIAL_LOCAL and HR_LOCAL on that chapter: FINANCIAL_LOCAL for the money, HR_LOCAL for the export and the status column. The fee filters are a bigger step: FINANCIAL_TENANT unlocks Fee type but not Fee status, which only HR_TENANT opens, and both reach every chapter in the organisation. Before widening someone’s scope that far, check whether the chapter-scoped screens in Local group fees already answer the question they are asking. Two implications worth remembering for any permission you hand out:
  • FINANCIAL_LOCAL, HR_LOCAL and HR_PARENT_LOCAL all imply HR_ASSISTANT_LOCAL, so any of them unlocks contact details. EVENT_LOCAL and COMMUNICATION_LOCAL do not.
  • Filters and columns are not the same gate. Seeing a value in a column does not mean you can filter or sort a list by it, and being able to read the list does not mean you can export it.

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The member profile

Clicking a name opens the profile in a modal you can expand to a full page (/user/{id}). Which tabs appear depends on modules, permissions and whether the profile is your own. Member profile showing status, user type, age, town, chapter, member since, badges, permissions, resignation, identity, adhesion and roles Logs tab showing the audit log with date, action and author, and the email log sub-tab The Logs tab has two sub-tabs. Audit Logs records every change with the date, the action, who made it, and an expandable before-and-after view of each field. Email Logs shows what the platform sent this member and what happened to it: the fastest answer to “they say they never got it”.

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Setting up

1

Design your registration form

Start minimal: you can collect more later. Registration form
2

Create user types, if you need them

Use these when members fall into categories that behave differently, such as Scout and Leader. Each type can have its own registration form. User types
3

Decide whether signups need approval

Turn on Manual Approval to review each one from the directory. Statuses
4

Configure profile and custom fields

Profile fields · Custom fields
5

Set privacy defaults

Members can restrict themselves further, never less. Privacy settings
6

Assign permissions before you open registration

Permissions
Users and Profiles module configuration with the left sub-navigation and the User Types and Registration setting sections All of this lives under Settings → Users & Profiles and needs ADMIN_TENANT to edit. The left sub-navigation also holds Custom Fields, Tags, Roles & User types, the Registration and Profile forms, the Referral Program, Privacy Defaults and Security & Permissions. Entries appear only for what is switched on, so the Adhesion form, the Adhesion template and the Registration Waitlist are absent until those modules are active.

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Choosing what to turn on

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Troubleshooting

Start with their status: Inactive, Suspended, New request (still awaiting approval) and Unconfirmed email all block access. Full elimination sequence in Troubleshooting member access.
Add the field in Profile Fields and mark it required. On their next visit, members with missing required fields are redirected to an onboarding screen that lists exactly what is missing.That redirect only knows about a fixed set of fields: first name, last name, date of birth, gender, phone, address, town born, town current, and the Facebook, Twitter, LinkedIn, Instagram, Telegram and TikTok links, plus any custom field. Marking anything else required, in particular Bio, Postal code, Website, Location on members map, the three Profession fields or any of the company fields, still marks it required on the profile form, so a member who opens that form cannot save without it. What it does not do is trigger the prompt, so nobody is ever sent there and the field quietly stays empty for everyone who does not edit their profile. If one of those is what you actually need, collect it with a custom field instead, which the prompt does check.
The directory opens in Gallery for everyone who is not an Orgo administrator, and in the table for those who are. Nothing is missing: the view toggle above the list switches between table, Gallery and Map, and your choice is remembered in that browser from then on. If a colleague says a column is missing, first check that they are looking at the table and not at Gallery, since the column menu is only offered in the table view.
Columns are not a shared setting. Each one is gated on the permission in the table above, evaluated per person and, for chapter permissions, per chapter. Turning a column on from the column menu changes what you see, not what your colleagues see.The two that surprise people most: email, phone and age need HR_ASSISTANT_LOCAL, which HR_LOCAL, HR_PARENT_LOCAL and FINANCIAL_LOCAL all imply but EVENT_LOCAL and COMMUNICATION_LOCAL do not; and the custom-field columns need HR_TENANT, so a chapter administrator does not get them even on their own chapter’s list.
Export is gated separately from reading the list. On the organisation-wide list it needs HR_TENANT. On a chapter’s list it needs HR_LOCAL on that chapter. FINANCIAL_LOCAL, ADMIN_LOCAL and HR_ASSISTANT_LOCAL are not enough, even though all of them can read the list and some of them see more columns than the export contains.A chapter secretary who has HR_LOCAL but still sees no button is usually on the organisation-wide list rather than their chapter’s. Pick the chapter in the Chapter filter first.
Four conditions have to hold at once: Manual Approval is on, you hold ADMIN_LOCAL, you are looking at either your own chapter’s list or the organisation-wide list with HR_TENANT, and you are not already filtering by the Unapproved status. The last one catches people out: the button hides once you are in the queue it would take you to.HR_LOCAL alone does not show the counter. The Approve and Add to waiting list shortcuts on the row are a separate gate and do appear for HR_LOCAL, because approving somebody is an ordinary status change and asks for HR_LOCAL over that member’s chapter. So a chapter secretary can approve people one at a time from the list; what they do not get is the counter that jumps them to the queue.
Sidebar entries and page permissions are configured in two different places and can disagree. Each entry in the sidebar carries its own permission, set in Settings → Customization → Menu Organizer, while what the Members page shows is decided by Settings → Users & Profiles → Configuration → Who Can See Members in General Groups. Set the menu entry more generously than that setting and people see a link that leads to an empty page.Fix it at whichever end reflects your intent: raise the menu entry’s permission to match the visibility setting, or lower the visibility setting if the members really should see the directory. Do not assume a hidden link means a protected page, or that a visible link means an accessible one.