Member Management

Overview

The member management system lets you maintain a complete roster of your organization's members, officers, and advisors. To manage members, navigate to Membership in the menu bar.

Viewing Members

The Members page can be displayed in two different ways: card mode or list mode. Card mode is an easy way to view members when your chapter or association is small. List mode displays members in an easy-to-read, sortable table. You can switch between the two modes by clicking the Card mode or List mode buttons at the top of the page.

To refresh the member list, click the Refresh button at the top of the page.

Adding Members

Single Member

1. To add a single member, click the Add Member button at the top of the page.
2. In the pop-up window, fill in the required fields (identified by a red asterisk). These will vary based on your national organization's configured settings. Optional fields will also be shown as configured by your national organization.
3. Click Create Member to add the member.

Bulk Import

To add multiple members at once:

1. Go to Members → Import
2. Download the CSV template
3. Fill in your member data following the template format
4. Upload the completed CSV
5. Review the preview and confirm the import

Deactivating Members

Members can be deactivated rather than deleted to preserve historical records:

1. Open the member's profile
2. Click Actions → Deactivate
3. Confirm the deactivation

Searching & Filtering

Use the search bar at the top of the member list to find members by name or email. You can also filter by:

• Chapter — Show members from a specific chapter
• Role — Filter by Member, Officer, or Advisor
• Status — Active or Deactivated