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Managing Portal Members

Your member directory and management table.

Open Home and select the Members tab to manage everyone in your portal. Members are shown in a table with columns for the user, their roles, cohort, tags, and last connection, plus a row actions menu.

Toolbar actions

  • Filter by name or email, and Add filters for more criteria.
  • Add User to invite an individual.
  • Import to bring in members in bulk.
  • Manage Tags to maintain your tag list.
  • View to adjust the columns shown.

Row actions

Each member's actions menu offers:

  • Edit Member — change their name, email, and roles.
  • View Courses — see their Academy progress.
  • Resend Invite — send the invitation again.
  • Remove Member — take them out of the portal.