Audience

Members and contacts: the difference

Two lists, two purposes: who can sign in, who is only on your list, and how one becomes the other.

Adding a member manually

Create one member or a handful by hand, and give them their access in the same step.

Inviting members

The four ways people get into your platform, and which one fits which situation.

Importing members from CSV

Bring a list of people in from a file, map the columns and hand them their access in one pass.

The member profile

Everything you know about one person, and everything you can do to their account, on one page.

Creating and assigning groups

Bundle access once, hand it to people in one step, and let purchases fill the group for you.

Tags and custom fields

Label people with tags, record what you need with fields, and know which of the two a question calls for.

Member access and resources

Where a member's access comes from, how to grant and take it away, and why some of it cannot be removed here.

Signing in as a member

See your platform through one member's eyes, and know what is recorded while you do.

Data requests, export and deletion

Export your member data, and handle an erasure request within the deadline the law gives you.