Managing Members

The Members interface provides a bird’s-eye view of everyone in your organization.

At the top of the page, you’ll see:

• A search bar to quickly find any member by name

• A member count, showing the total number of people in your organization

Below, the member table conveniently displays:

• Member names and any fields you’ve created in Customize (for example: Grade, Role, Points)

• Incrementable data such as points or strikes, so you can instantly see each member’s status and progress

You can also export the full member table to a CSV file for deeper analysis in tools like Microsoft Excel.

To manage an individual member:

1. Click their name in the table.

2. A panel will open on the right side with the member’s details.

3. From here, you can:

   • Remove User: remove them from the organization

   • Grant Admin: give them organization management permissions

   • Remove Admin: revoke admin access

   • View and manage the member’s Active Courses

To add a member to a course:

1. In the member panel, click Add under Active Courses.

2. Choose a Course and (optionally) a Subcourse from the dropdown.

3. Click Add.

4. The course will appear under Active Courses for that member once it’s successfully assigned.