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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 → Modules → 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: Table, Gallery (photo cards) and Map, which plots members who have a town on their profile. The switch sits at the right end of the filter row. The first time someone opens the organisation-wide directory on a computer it opens on the map; chapter and group lists open on the table. On a phone the first view is the table for administrators and Gallery for everyone else. After that the browser remembers the last view you picked. In Gallery and Map, Fullscreen gives the cards the whole window.

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Filters

The filter row shows a handful of filters and keeps the rest under More filters; a filter you pick from there stays on the row for the session. Which ones exist depends on your permissions and on what is switched on. The list opens filtered to Active members, so people with another status stay out of sight until you change Status. Clear filters puts everything back.
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.

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Columns, sorting and row actions

Sortable headers: name, age, card ID, town, country or county, chapter, fee date, status and date joined. Sorting applies to the whole result set, not just the current page. Columns are permission-gated rather than chosen: The column menu itself (View columns, the table icon at the right of the filter row) needs organization HR permission, or chapter admin permission on your own chapter’s list, 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. Modify Profile opens the member’s Edit view on the Info pane and Modify Roles opens it on the Roles pane (see Member profile). 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 (Export CSV) 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 Organization HR permission, or chapter HR permission 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 organization admin permission 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. Add member creates an account directly; it needs organization HR permission, or chapter HR permission for your own local center (and the parent-level permission on a parent chapter’s list). 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, opens the invitation tools: a registration link to share or addresses to email. 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 chapter financial permission on their own Chapter, walking through the list. A chapter's member list as a chapter officer sees it, with the chapter name and member count above the filter pills, and columns for name, age, town, county, fee and adhesion, most fee cells empty So a treasurer who needs to work through unpaid members chapter by chapter needs Chapter financial permission and Chapter HR permission on that chapter: Chapter financial permission for the money, chapter HR permission for the export and the status column. The fee filters are a bigger step: Organization financial permission unlocks Fee type but not Fee status, which only organization HR permission 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:
  • Chapter financial permission, chapter HR permission and parent-chapter HR permission all imply Chapter HR assistant permission, so any of them unlocks contact details. Chapter event manager permission and Chapter communication manager permission 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}). The profile is made of cards you read, an Edit view where details, status, roles and permissions are changed, and a Settings view for the member’s own account. Everything is documented on one page: Member profile. Clicking a name opens the profile in a window you can expand to a full page (/user/{id}). A member profile with the photo, name and the status, membership and fee chips across the top, the Profile, Fee, Payments, Documents, Events, Activity and More tabs below them, and cards for the chapter and membership details, interests, contact, roles, achievements, profession, family and the organisation's own profile fields

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The header

Under the photo and name, a row of chips shows where the member stands:
  • Status. Whoever may manage the member’s access can click it to open the Permissions pane of the editor. Members waiting for a decision also get Approve and, for new requests, Add to waiting list buttons next to it.
  • User type, when user types are on.
  • Fee: Paid or Fee: Unpaid, which jumps to the Fee tab.
  • A completion percentage, on your own profile only, while Profile Completion Enabled is on and you are below 100%. Open it to see which fields are missing and click one to go to it.
  • Supporter, for members on your supporter plan.
On the right, Edit profile (it turns into View Profile while you edit) and Settings open the two panes described below, Send an email writes to the member, and on someone else’s profile with connections on, Connect sends a connection request.

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The Profile tab

The Profile tab is a set of cards. The pencil on a card opens the editor at the matching section.

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Tabs

Which tabs appear depends on modules, permissions and whose profile it is. Which tabs appear depends on modules, permissions and whether the profile is your own: There is no separate edit page and no separate Company or e-Documents tab any more: the company is a card on the Profile tab, and the documents live in the Documents tab. A link to the old /users/edit/{id} address redirects to the matching pane of Edit or Settings.

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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 → Modules → Users & Profiles and needs Organization admin permission 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, middle 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, Personal identification number, 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.
Nothing is missing. The view switch at the right end of the filter row moves between Table, Gallery and Map, and the browser remembers the last one you picked. On a computer the organisation-wide directory opens on the map the first time, and chapter or group lists open on the table. On a phone the first view is Gallery for everyone except Orgo administrators. If a colleague says a column is missing, first check that they are looking at the table, since View columns is only offered there.
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 Chapter HR assistant permission, which chapter HR permission, parent-chapter HR permission and Chapter financial permission all imply but chapter event manager permission and chapter communication manager permission do not; and the custom-field columns need organization HR permission, or chapter admin permission while looking at their own chapter’s list, so a chapter secretary holding only Chapter HR permission does not get them.
Export is gated separately from reading the list. On the organisation-wide list it needs organization HR permission. On a chapter’s list it needs chapter HR permission on that Chapter. Chapter financial permission, chapter admin permission and chapter HR assistant permission 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 chapter HR permission 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.
Five conditions have to hold at once: Manual Approval is on, you hold Chapter admin permission, you are looking at either your own chapter’s list or the organisation-wide list with organization HR permission, at least one request is waiting, 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.Chapter HR permission alone does not show the button. The Approve and Add to waiting list shortcuts on the row are a separate gate and do appear for Chapter HR permission, because approving somebody is an ordinary status change and asks for chapter HR permission 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 button 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 → Modules → 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.
Editing happens on the profile itself. Open the member, press Edit profile (or the pencil on any card) and pick a pane: Info, Membership status, Roles, Permissions, Badges, Profession or Family. The member’s own account (password, email, privacy, closing the account) is the Settings view. Old /users/edit/{id} links still work and redirect. Details and the old-tab-to-new-pane table are in Member profile.
Both are in the Edit view: Edit profile → Roles → End role, and Edit profile → Membership status → Status. See Member profile.