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Members

Browse members

Find a member, filter the roster, and open their profile.

Last updated 1 day ago

Open People in the dashboard sidebar, then Members. Adding someone is in Add a new member. Emailing a portal invitation from this list is in Invite a new member.

Member and Invite are shown when your role has Manage members.

Search and filter

The search field is Search by name, email, member no, flock name… Press Enter to search.

Advanced search opens a dialog for a more specific query.

Filters has three sections:

FilterChoices
Membership typeAll types, or one of your society’s types
Member statusAll statuses, Active, Inactive, Pending, or Suspended
BalanceAll balances, Has balance due, or No balance due

The count beside the filters is the number of members in the current result. An empty roster says No members to display yet. A search or filter with no matches says No members match your search or filters.

The list

List is the table. Grid is the card view. Select a row or a card to open that member. Back to Members on the profile returns here.

The table starts with Member No, Name, Flock name, Member status, Membership standing, Outstanding, Farm Name, Membership Type, Date joined, and # Animals, then phone, email, and address columns. Select a column heading to sort.

Selected members

Select the checkbox on one or more rows.

  • Actions includes Delete member or Delete members, with the count. Confirm with Delete. A member who still has animals is left in place.
  • Export downloads a CSV. Choose Simple List or Detailed List. The button shows how many members are selected, and it stays unavailable until at least one is selected.

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