The Members table allows portal administrators (Managers and the portal Owner) to manage and gain valuable insight on their portal’s members. This article outlines the primary Members table functions.
The Members table allows portal administrators (Managers and the portal Owner) to manage and gain valuable insight on their portal’s members, including:
- Adding members
- Removing members
- Changing members’ roles
- Assigning Mentors or Investors to Founders
- Managing Mentor and Investors assignments
- View a Founder's Company Profile
- View a member’s progress with Academy Courses
This article show the general layout of the Members Table
To access your Members Table, click on the Portal navigation icon in the left navigation pane.
The Portal navigation section will default to the Members Table.
To hide or show columns on your Member’s Table, click the icon in the upper right corner of the table, and then click the column titles to highlight (show) or deselect (hide).
You can filter your Members Table by user’s first name, last name, or email, by using the Filter window at the top of the table:
You can sort the table by column using the sort arrows. The column by which the table is sorted will have the black sort arrow showing the direction of the sort. All other columns will have two gray sort arrows. In the image below, the table is sorted by the Name column:
The majority of member management functions are accessed from the right navigation tray. Hovering over the icon reveals its function.