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).
• History tables — Member type over time, officer roles they've held, and organization and status changes, each as a collapsible table.

The headings on those history tables follow your own site's wording, so they may not match what another organization running fellos calls them — go by what a table holds rather than by its title.

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:

1. Open the member's profile.
2. Click Edit. The profile opens in edit mode.
3. Update the fields you need to change.
4. Click Save Changes, or Cancel to throw away your edits.

Viewing Member History

Every member profile has history sections at the bottom of the page, one for each kind of change:

• The member types they've held, with start and end dates.
• Officer roles they've held, and when.
• Organization changes and activation/deactivation events.
• Transfers they've been through, each with a View link for the detail.

Each is a collapsible table. The headings follow your own site's wording and differ from one organization to another, so go by what a table holds rather than by its title. A section with no entries says so in place of the table.

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.