Adding and Editing Individual Members

Accessing the Member Management Dashboard

To access the Member Management dashboard, go to the Admin Portal and select the Members button on the top navigation bar. If you do not see this option and believe you should, reach out to your Success Manager or contact us. 

Adding New Members from the Dashboard

(NOTE: Only Community Admins and Department Admins have permission to add members to their community.) 

To add one or more members to your community, select the Add a member button in the top right of the dashboard. You will see two options. 

• Add a member 一 Add an individual member
• Import / upload members 一 Add multiple members at once using a spreadsheet template

To add a single member, choose the Add a member option from the Add a member button dropdown menu. A new page will open where you will see text fields to add the member's first name, last name, and email address. These are all required fields. 

The other required field necessary to create a new member is User type. Select the most appropriate role for the member from the dropdown list. 

If you have selected Student as the User Type (or if that is your community default), you may also see a field for a Student ID number if that field is enabled for your community. This is always optional. If you have selected Student or Alumni as the user type, you will also see a Grad Year dropdown menu. This is also optional. (NOTE: You will only see options for User Types set for your community. If you would like to add a User Type to your community, contact your Success Manager.)

Click the Add Tag button to add custom user tags to the new member. You can assign an existing tag or add a new one. For more info about user tagging, check out this article.

You can also add optional phone numbers for a new member. These numbers must be valid phone numbers, and can be used as a login option for the member or to receive SMS Announcements if those are enabled in your community.

Select Save to create the new member.

You can also select the Save and add to Rafts button to automatically join the new member to one or more Premium Rafts in your community. 

Editing Members from the Dashboard

(Note: Only Community Admins and Department Admins have permission to add members to their community.)

To edit details for a single member, select the More menu (...) icon to the left of the member's first name on the dashboard. You can also check the box on the left side of the dashboard by the user's name. You will see a number of options, including the following editing tasks.

• Edit Details 一 This option opens a new screen where you can update the First Name, Last Name, Email address, User type, Tags, and (if relevant) Student ID and Grad Year for the selected member. From this screen, you will also see links to manage Rafts, Channels, and Communities. Select the Save changes button to save and return to the dashboard.

• Edit Premium Raft Membership  一 This option opens the Manage Premium Rafts menu. You will see a list of Premium Rafts in your community and the selected member's membership status. There is also a search bar to look up a specific Raft. If the status in the Membership column says Add to Raft, select the (+) icon to add the member to that Raft. If the status says Joined, select the check mark to remove the member from that Raft. Click the Save button to confirm your choices.

• Edit Premium Channel Membership 一 This option opens the Manage Premium Raft Channels menu. You will see a list of the Channels for the Premium Rafts that the member is joined to. There is also a search bar to look up a specific Channel. If the status in the Membership column says Add to Channel, select the (+) icon to add the member to that Channel. If the status says Joined, select the check mark to remove the member from that Channel. Click the Save button to confirm your choices.

• Manage Community Access 一 This option opens the Manage Communities menu. You will see a list of any additional communities where you have permission to manage membership. If the status in the Access column says Give Access, click on the (+) icon to add the member to the community. If the status says Access Enabled, hover over it to see the Remove Access link. Click Remove Access to remove the member from the listed community. Click the Save button to confirm your choices.

Removing Members from the Dashboard

(NOTE: Only Community Admins and Department Admins have permission to remove members from their community.) 

To remove a single member, select the More menu (...) icon to the left of the member's first name on the dashboard. You can also check the box on the left side of the dashboard by the user's name. You will see a number of options, including the following remove options in red.

• Remove Member 一 Selecting this option will remove a member from your community and permanently delete all of their content. 

• Remove & Ban  一 Selecting this option will remove a member from your community and permanently delete all of their content, as well as permanently blocking them from rejoining the community using the same email address or login information. 

NOTE: At this time, administrative users are not able to remove multiple members in bulk.