Manage Organization Members

Users belong to organizations as members to receive information and notifications related to that organization. A list of users that includes their membership status is available through the organization's Members page. Administrators are able to manage organization members and perform these functions:

● Add members

● View the membership change log

● Change members' statuses

● Transfer members

● Add members to groups

● Export members

To manage organization members

1. Go to Organizations: All Organizations. The All Organizations page opens.

2. Locate the organization that you want to manage and on that row, click the dashboard icon. The organization's dashboard page opens.

3. In the sidebar, click Members. The organization's Members page opens, and by default, members with the Accepted status appear in the table.

Tip: Alternately, from the dashboard, the Members page can be accessed through links in the Members section.

Note: The Name, Status, and Access Level columns are included in the table by default. Other columns may be present depending on your system and its configuration.

4. To filter members by status, in the Display Filter: Status menu, select a different status to view that subset of members.

5. Take any of these actions.

If you want to...	Then...
Add members,	● Above the Display Filter, click Add Members. The Search Center window opens. ● In the Search box, enter all or part of the user's name, and then click Search. The results appear in the window. ● Locate and select the check box for users you want to add. ● Click Add Responders. The window closes and users are added to the organization. Note: By default, new users are given the Accepted status. Your system can be configured to use a different default status.
View member changes for the organization,	Above the Display Filter, click View Change Log. The organization's change log window opens.
Change members' statuses,	● In the Display Filter: Status menu, click the current status of users whose status you want to change. The member table is updated. ● Locate and select the check box for users whose status you want to change. ● In the Select an action menu, click Set to Accepted, Set to Pending, Set to Rejected, or Set to Researching. ● Click Submit Action. The member table is updated. Tip: To quickly change the status of one user, locate the user and on their row in the Status menu, click the status that you want to assign them.
Transfer members,	● Select the check box for users you want to transfer. ● In the Select an action menu, click Transfer Responders. ● Click Submit Action. The Organization Selection window opens. ● Select the check box of the organization to which you want to transfer users. ● Click Transfer and Notify or Transfer. The window closes and users are transferred to the other organization. Tip: If you select Transfer and Notify, to send the message you still need to click Notify Administrator(s) in the action box that appears at the top of the page.
Add members to an existing group,	● Select the check box for users you want to add to a group. ● In the Select an action menu, click Add to Existing Group. The Group Name menu appears. ● In the Group Name menu, click the name of the group to which you want to add the members. ● Click Submit Action. Selected users are added to the group.
Create and add members to a new group,	● Select the check box for users you want to add to a group. ● In the Select an action menu, click Add to New Group. Three fields appear below. ● For Group Name, type a name that you want to assign the new group. ● For Viewable By, click an option to select who can view the group. ● For Allow other administrators to make changes to or delete this group, click Yes or No. ● Click Submit Action. Selected users are added to the group.
Export members,	● Select the check box for users you want to export. ● In the Select an action menu, click Export as CSV (Excel). ● Click Submit Action. The Export page opens and provides information about the export status.