Open anyone in your member list and you land on their profile. It is the single place where everything about one person comes together, and it is split into sections down the left.
Information
Name, avatar, email, role, phone and language, plus Referred by when the person came through one of your partners. The place to correct a typo in someone's name or fix an email address that arrived wrong.
The email address is their login, so changing it changes how they sign in. Tell them when you do.
Change role next to the role decides what this person may do in your platform. Give someone a role other than member and they become part of your team, with the permissions of that role. The button needs the permission to change roles.
Their postal address is not here. It lives under Billing.
When someone is banned
A banned member's profile opens with a notice: This member is banned, the reason, since when, and whether an appeal is allowed. Unban right there lifts the ban.
Tags and fields
Tags are your own labels. Add Tag opens a search with the tags not assigned yet. If the tag you type does not exist, Create tag makes it and adds it right away. Fields holds the member fields you defined yourself, filled in by you, by the member or through a form.
Both are covered in their own article.
Activity and history
Activity is your team's log of contact with this person: calls, meetings, emails and notes. Use Log activity, pick Note, Email, Call or Meeting, add a subject, a date and your notes. Each entry shows who wrote it, so the next person on your team picks up where you left off.
History is written by the platform on its own: sign-ins, purchases, completed lessons, community posts and email events such as opened or clicked. You can filter it by type. It answers "when did they last sign in?" and "did they finish that module?".
Neither section records who granted which access. The access list itself shows where each entry came from.
Security
Their sign-in side. Four tiles show two-factor status, whether their email is verified, how many sessions are open and when they last signed in. Sign out everywhere ends every open session at once, and the tabs underneath hold the detail: sign-ins, devices and security events.
Export data (GDPR) at the top of this section packs everything stored about this member into a ZIP file. That is what you send when someone asks for a copy of their data.
Resetting a password is not here. It is one of the buttons at the top of the profile.
Notifications
Which messages this person receives. Useful when someone says they get too much email, or nothing at all.
Files
Documents attached to this member. What they uploaded, and what you uploaded for them.
Payments and billing
Present when payments are switched on.
Payments lists their orders. Open an order to see its items, tax and billing address, and to Issue refund.
Below the orders sit their Subscriptions, active and past. Add grants a new one to a recurring product in one of three ways:
- Comp (no charge), a free place for a guest, a partner or a team member.
- Charge saved card, when the person already has a saved card with you.
- Send trial invitation, which emails them a one-click activation link. The free subscription only starts once they accept.
On a running subscription you can Pause it for a number of months, Resume it, or Cancel subscription. A cancelled subscription runs until the end of the period already paid for, and the card shows the date it ends.
Billing holds their billing details: personal or business, company name, address, tax ID and country.
This is where you look before answering "did they actually pay?" and where you follow a subscription that ended earlier than someone expected.
Affiliates
Present when payments are on and your role may see the partner programme. If the person is not a partner yet, Add partner makes them one. If they are, you see their partner code and status, referral links, latest commissions and payouts.
Access
Below the personal sections comes everything this person can reach: groups, community forums and badges, courses, hubs, calendars and events.
Each entry shows where the access came from, which matters more than it sounds. Access granted through a group cannot be removed here; it goes when they leave the group.
Acting on the account
A row of buttons sits at the top of the profile.
- Sign in as user to see exactly what they see. The row menu in the member list calls the same action Login as member.
- Message to start a chat or send an email. Without the community it reads Send email.
- Reset password to set a new password for this person yourself. It opens a form where you type the new password twice. Nothing is emailed, so tell them the new password yourself.
- Open profile for their community profile, when the community is on.
Below the section list, an Active and Inactive switch opens and closes the account, and Delete sits under it.
Banning is not started from the profile. Ban Member lives in the row menu of the member list, next to Deactivate Member and Delete Member. A ban takes a reason and can let the person appeal from the screen they see instead of your platform. Appeals arrive in your Inbox, where you can unban them directly.
Deactivating and banning are reversible and keep everything. Deleting is not: it erases the account permanently. Every deletion is recorded on the data requests page, whether you start it here or the person asked for it.