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 helps you maintain a healthy community and ensures your subscribers have the best experience. With the right tools, you can easily assign access levels, pause or suspend memberships, and even import members in bulk.
Navigate: App Station > Members
Quick Start
Go to the Members section in your App Station.
Use the search bar to find a specific member by email, first name, or last name.
Click on a member's name to view their profile and details.
To assign an access level, click Edit Member and select the desired access level.
For bulk import, click on Bulk Import, upload your CSV file, and follow the prompts.
Viewing and Searching Members
In the Members section, you can easily view and search for your app members. The interface supports filtering by various criteria, such as:
Email
First name
Last name
Access level
Subscription status
Suspension status
You can also sort members by different fields, including their last login date and account creation date.
Member Profile
Clicking on a member's name opens their profile, where you can view:
Basic information (name, email)
Access levels
Subscription status
Last login and activity details
Editing Member Information
To edit a member's information:
Click on the member's name to open their profile.
Click the Edit Member button.
Update the necessary fields (name, email, access levels).
Click Save to apply changes.
Managing Access Levels
Access levels control what content your members can access. You can assign or revoke access levels from the member's profile.
Assigning Access Levels
Open the member's profile.
Click Edit Member.
Select the desired access level from the dropdown menu.
Optionally, set an expiration date for the access level.
Click Save to apply the changes.
Revoking Access Levels
To revoke an access level:
Open the member's profile.
Click Edit Member.
Deselect the access level you wish to revoke.
Click Save to confirm.
Pausing, Suspending, and Cancelling Memberships
Pausing Memberships
You can temporarily pause a member's access and billing. This is useful for breaks or vacations.
Open the member's profile.
Click on the Pause Membership button.
Enter a reason and optional resume date.
Click Pause to confirm.
Suspending Memberships
Suspending a member is for policy violations. When suspended, the member cannot access their account.
Open the member's profile.
Click on the Suspend Account button.
Enter a reason for the suspension.
Click Suspend to confirm.
Cancelling Memberships
To cancel a member's subscription:
Open the member's profile.
Click on the Cancel Membership button.
Optionally, provide a reason for the cancellation.
Click Cancel to confirm.
Bulk Importing Members
You can create multiple member accounts at once by uploading a CSV file.
CSV Format
Your CSV file should have the following format:
email,first_name,last_name [email protected],Jane,Smith [email protected],John,Doe
Import Options
When importing, you can choose:
An access level to assign to all imported members.
An optional expiration date for that access level.
Whether to send a welcome email to new members.
Import Process
Go to the Members section.
Click on Bulk Import.
Upload your CSV file.
Monitor the import progress and download the outcome report once completed.