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Managing Members

Managing Members Why: Efficiently managing your app members is crucial for maintaining a healthy community and ensuring that your content reaches t...

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: Efficiently managing your app members is crucial for maintaining a healthy community and ensuring that your content reaches the right audience. With the right tools, you can easily assign access levels, manage subscriptions, and keep track of member activity.

Navigate: App Station > Members

Quick Start

  1. Go to the Members section in App Station.

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

  3. Click on a member's name to view their profile and details.

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

  5. To bulk import members, click Bulk Import and upload your CSV file.


Viewing and Searching Members

In the Members section, you can view a list of all your app members. This list supports searching and filtering to help you find specific members quickly.

Search for Members

  1. Use the search bar at the top of the members list.

  2. You can search by:

    • Email

    • First name

    • Last name

Member Details

Click on a member's name to open their profile. Here, you can view:

  • Basic information (name, email)

  • Subscription status

  • Access levels

  • Last login and activity details

Managing Member Accounts

You have several options for managing your members' accounts, including assigning access levels, suspending accounts, and cancelling subscriptions.

Assigning Access Levels

To assign or change a member's access level:

  1. Click on the member's name to open their profile.

  2. Click Edit Member.

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

  4. Click Save to apply the changes.

Tip: You can assign multiple access levels to a member if needed.

Pausing, Suspending, and Cancelling Memberships

Pausing Memberships

If a member needs a break, you can pause their access and billing:

  1. Open the member's profile.

  2. Click on Pause Membership.

  3. Optionally, set a reason and a resume date.

  4. Click Pause to confirm.

When a membership is paused:

  • Access is blocked.

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

Suspending Memberships

To suspend a member due to policy violations:

  1. Open the member's profile.

  2. Click on Suspend Account.

  3. Provide a reason for the suspension.

  4. Click Suspend to confirm.

Suspended members cannot log in or access the app.

Cancelling Memberships

To cancel a member's subscription:

  1. Open the member's profile.

  2. Click on Cancel Membership.

  3. Provide a reason for the cancellation (optional).

  4. Click Cancel to confirm.

Note: Cancelling a membership stops billing at the end of the current period.

Bulk Importing Members

You can create multiple member accounts at once by uploading a CSV file.

CSV Format

Your CSV file should include 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

Import Options

  1. Go to Members > Bulk Import.

  2. Upload your CSV file.

  3. Choose an access level for all imported members.

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

  5. Decide whether to send a welcome email.

  6. Click Import to start the process.

The import will run in the background, and you can track its progress. A report will be available once the import is complete.

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