Managing Members
How to find, view, and edit member profiles within your admin scope.
One of the most common tasks you'll perform as an admin is managing member information. Whether you need to correct a misspelled name, update contact details, or review a member's history, fellos gives you the tools to do it — all within the boundaries of your admin scope.
Remember: your scope determines which members you can see and edit. A Club Admin sees all members across the entire club. An Org Admin sees members in organizations below their assigned org. A Local Admin sees only the members in their specific organization.
Finding a Member
There are a few ways to open a member's profile:
- Members directory — Click Members in the left sidebar. The page has two tabs — Active Members and Inactive Members — and a single search box. Type at least two characters and submit to search by name, nickname, or email.
- Organization page — Click your organization name in the sidebar to open the organization page, then drill into a sub-organization to see its members.
- Workflow requests — From any request's detail view, click the member's name to jump to their profile.
Viewing a Member Profile
A member's profile page opens with their nickname in quotes under their member-type emoji at the top (for example, 🌻 "Flora"). Their full name appears below that, along with the organization they belong to.
The page shows several sections:
- Contact Information — Email, phone, address, date of birth, and last login date.
- Member of — Which organization they belong to and their member type there.
- Documents — Files attached to the member's profile (for example, a Membership Application).
- Association History — Member type over time, as a collapsible table.
- Officer Position History — Officer roles they've held, also a collapsible table.
- Membership History — Organization changes and status changes, as a collapsible table.
If you're an admin with scope over this member, an Edit button appears near the top of the profile.
Editing a Member Profile
To edit a member:
- Open the member's profile.
- Click Edit. The profile opens in edit mode.
- Update the fields you need to change.
- Click Save Changes, or Cancel to throw away your edits.
Not every field is editable at every admin level. Your site admin decides which fields each admin level can change. Fields you can't edit appear locked. If you need to change a locked field, ask your site admin.
Viewing Member History
Every member profile has three history sections at the bottom of the page:
- Association History — The member types they've held, with start and end dates.
- Officer Position History — Officer roles they've held, and when.
- Membership History — Organization changes and activation/deactivation events.
Each is a collapsible table. If a section has no entries, it just reads "No officer position history" (or similar).
These sections are a quick way to answer "when did this happen?" questions. If someone asks when a member became an officer, or when their type was changed, the dates are right there.
Scope and Member Visibility
Your admin scope determines not just which members you can edit, but also which members appear in your directory and search results:
- Club Admin — Sees all members across the entire club, regardless of organization.
- Org Admin — Sees members in organizations below the one where the admin role is held. For example, an Org Admin at the regional level sees all chapter members within that region.
- Local Admin — Sees only the members in the exact organization where the role is assigned. No members from other organizations are visible.
This scope applies everywhere: the member directory, search results, workflow queues, and any admin tool that references member data.