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The Members section is your central list of everyone in your organization. You can add members manually, import from CSV, assign roles, add custom columns, and filter or search.

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What is a member?

A member (membership) is one person’s association with one organization. Each member has:
  • Name, email, and optionally phone
  • Role: admin or member. Admins can manage the org (settings, dues, events, emails, etc.); members typically only view or act on their own (e.g. pay dues, RSVP).
  • Optional profile picture
  • Optional custom column values (e.g. graduation year, shirt size) if you have set up custom columns
  • Groups: members can belong to groups (e.g. Board, Class of 2026) for emails and filtering

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Members list

  • Open Members in the sidebar to see the full list.
  • Use Add member to add one person, or Import to upload a CSV.
  • Use filters and search to find people by group, role, or custom fields.
  • Click a member to view or edit their details, or to assign them to groups.

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Roles and permissions

  • Admin: Can manage members, events, dues, emails, website, settings, and subscription. Only admins see Settings and Subscription in the sidebar.
  • Member: Can view the dashboard (depending on your org) and use member-facing links (e.g. pay dues, RSVP). Cannot change org settings or other members data.
See Roles and permissions for details. To promote a member to admin, see Edit and remove.

Add members

Add one member at a time or import from CSV.