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 several ways to locate a specific member:
- Member Directory — Click "Members" in the sidebar to open the full directory. Use the search bar at the top to find members by name, email, or member number.
- Organization Page — Navigate to a specific organization and view its member list. This is useful when you want to browse all members in a particular chapter or region.
- Workflow Requests — If you're reviewing a workflow request, you can click on the member's name to go directly to their profile.
The directory supports filtering by organization, member type, and status (active, inactive). As an admin, you may also see additional filter options not available to regular members.
Viewing a Member Profile
When you click on a member's name in the directory or anywhere in the app, you'll see their full profile. As an admin, your view includes everything a regular member would see, plus:
- An Edit button to modify the member's information
- A History tab showing all changes made to this member's record over time
- The member's current member type badge displayed prominently
- Their organization assignment and any officer roles they hold
- Administrative metadata like join date, last login, and who approved their onboarding
Editing a Member Profile
To edit a member's information:
- Navigate to the member's profile page (through the directory, an org page, or a workflow link).
- Click the Edit button in the top-right area of the profile. This button only appears if you have admin access to this member.
- The profile fields switch to edit mode — text fields become input fields, dropdowns appear for enumerated values, and date fields show date pickers.
- Make your changes. Required fields are marked with an asterisk.
- Click Save Changes to commit the edits, or Cancel to discard them.
Not all fields may be editable, even for admins. Your site admin controls which profile fields are available for editing at each admin level. Some fields (like member number or join date) may be locked to prevent accidental changes. If you need to modify a locked field, contact your site admin.
Viewing Member History
Every change to a member's record is tracked in fellos. To view a member's history:
- Navigate to the member's profile page.
- Click the History tab (visible only to admins).
- You'll see a chronological timeline of all changes — who made each change, what was changed, and when.
The history log includes:
- Profile edits — field-by-field change records showing old and new values
- Type changes — when the member transitioned between member types, with links to the original workflow request
- Organization changes — transfer history showing every org the member has belonged to
- Officer role assignments — when roles were assigned or removed, and by whom
- Status changes — activation and deactivation events
The member history is especially useful for auditing purposes. If there's ever a question about when a change was made or who authorized it, the history log provides a complete record. All entries include timestamps and the name of the person who made the change.
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.