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Managing Members

Managing Members Why: Effectively managing your app members helps you maintain a healthy community and ensure your subscribers have the best experi...

Written by Ken Truesdale

Platform 2 Guide — This article applies to the new platform. Looking for classic platform docs? Browse the Platform 1 collection.

Why: Effectively managing your app members helps you maintain a healthy community and ensure your subscribers have the best experience. You can easily assign access levels, pause or suspend memberships, and even bulk import members to streamline your operations.

Navigate: App Station > Members

Quick Start

  1. Go to the Members section in your App Station.

  2. Use the search bar to find a specific member by email, first name, or last name.

  3. Click on a member’s name to view their details and manage their account.

  4. To assign an access level, click Edit and select the desired access level from the dropdown.

  5. For bulk importing members, click on Bulk Import and upload your CSV file.


Detailed Sections

Viewing and Searching Members

In the Members section, you can view a list of all your app members. Use the search bar to find specific members by entering their email, first name, or last name. This feature supports searching through tens of thousands of users efficiently.

Managing Member Accounts

Editing Member Information

To edit a member's information:

  1. Click on the member's name from the list.

  2. In the member detail view, click the Edit button.

  3. Update the member's name, email, or access levels as needed.

  4. Click Save to apply the changes.

Assigning Access Levels

Access levels control what content members can access. To assign or change a member's access level:

  1. In the member detail view, find the Access Levels section.

  2. Select the desired access level from the dropdown menu.

  3. Optionally, set an expiration date for the access level if needed.

  4. Click Save to confirm the changes.

Tip: Remember that you can create multiple access levels and assign them to different members based on their needs.

Pausing and Suspending Memberships

You can temporarily pause or suspend a member's access based on different scenarios.

Pausing Memberships

Pausing a membership is useful for breaks or vacations. When a membership is paused:

  • Access is blocked, and the member cannot log in.

  • Billing is paused, and the subscription is extended by the pause duration.

To pause a member's account:

  1. Click on the member's name.

  2. In the member detail view, find the Membership Actions section.

  3. Click Pause Membership and provide a reason.

  4. Optionally, set a date for auto-resuming the membership.

  5. Click Pause to confirm.

Suspending Memberships

Suspension is used for policy violations. When a member is suspended:

  • Access is blocked, but billing continues.

  • The member cannot log in or access content.

To suspend a member:

  1. Click on the member's name.

  2. In the member detail view, find the Membership Actions section.

  3. Click Suspend Account and provide a reason.

  4. Confirm the action.

Cancelling Memberships

If a member decides to leave, you can cancel their membership:

  1. Click on the member's name.

  2. In the member detail view, find the Membership Actions section.

  3. Click Cancel Membership.

  4. Confirm the cancellation.

Bulk Importing Members

You can create multiple member accounts at once using the bulk import feature. This is especially useful for onboarding new members.

CSV Format

Prepare a CSV file with the following columns:

  • email (required)

  • first_name (optional)

  • last_name (optional)

Example CSV:

email,first_name,last_name
[email protected],Jane,Smith
[email protected],John,Doe

Importing Steps

  1. Go to the Members section.

  2. Click on Bulk Import.

  3. Upload your CSV file.

  4. Choose an access level for all imported members.

  5. Optionally, set an expiration date for the access level.

  6. Decide whether to send a welcome email.

  7. Click Import to start the process.

The import will be processed asynchronously, and you can track the progress in the UI.

Tracking Import Progress

After initiating a bulk import, you can check the status of the import job. The UI will show:

  • Created count

  • Skipped count (for duplicates or invalid rows)

  • Failed count (for unexpected errors)

You can also download a full report of the import results.

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