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An Overview of Membership Features

Membership is where you manage everyone who belongs to your community — reviewing new sign-ups, keeping member records current, and reaching members with messages. Staff and admins reach it from the Membership tab on the left Dashboard menu.

What’s Under the Membership Tab

  • Members — the full list of everyone in your community, where you search, filter, add, edit, deactivate, and message member records.
  • Member Form — lets you add Custom Fields (visible to members) and Admin Only Fields (visible only to your admin team) to collect information beyond the standard name/address/contact fields.
  • Member Approval — the queue where new self-registered members wait for an admin to review them, with Pending, Approved, and Rejected tabs.

How Membership Relates to Other Features

Membership is the foundation several other features build on. Households (if your community uses them) group Members under a shared address for billing and voting. Payments and Financials features can be tied to individual member wallets and invoices. Message Center and the Members Actions menu let you email or text a filtered subset of your membership at once.

Note: Everything under Membership acts on individual member accounts. If your community bills or invoices by address rather than by person, see the separate Households feature.