Member management

Member management lets admins find members, review their account details, update their profile and membership information, change account status, and remove accounts when needed.

Admins manage members from Manage > Community > Members. The same member management area is also available from the community page settings menu.

This guide is for admins who maintain the member base of a community.

Use member management to:

Open Manage > Community > Members to see the member table.

The table shows member information such as name, email, created date, last update, last activity, status, current plan, current upgrades, upcoming plan, and upcoming upgrades. Admins can choose which columns are visible.

Use search to find members by name or email. Use filters to narrow the list by member status, plan, upgrades, custom fields, and creation date. Admins can also sort the table and move between result pages.

The CSV download exports the member data that matches the current filters and selected table columns. This is useful for reporting, support work, or checking plan and status data outside coapp.

From the member list, admins can invite a member or create a member directly.

Inviting a member sends an invitation flow and takes the admin to the invited members area after the invite action. Creating a member opens the member creation flow.

If the community has reached its user limit, coapp shows a limit warning and directs admins to subscription settings before more members can be added.

Select a member from the list to open their member account page.

The member account page shows the member profile and account information. Depending on the community setup, admins may also see plan details, invoices, bookings, notes, payment methods, billing address, registration address, access information, and other account sections.

From the member account page admins can:

Use the member action menu and choose Edit to update member profile information.

Save the changes after editing. coapp confirms when the account details are updated. If the update fails, coapp shows an error so the admin can review the entered information and try again.

When a member is waiting for approval, the member account page shows Accept and Reject actions.

Choose Accept to approve the member. The member account page refreshes with the updated account state.

Choose Reject to reject the member. After rejection, coapp returns the admin to the member list.

Admins can change a member status from the status dropdown on the member account page.

Available status changes include:

After selecting a new status, coapp asks for confirmation. Choose Change status to apply the change or Discard to keep the current status.

Status changes can affect what the member can access in the community. Review the member's plan, payments, bookings, and communication needs before changing status.

Admins can delete a member from the member action menu on the member account page.

To delete a member:

After a successful deletion, coapp returns the admin to the member list and shows a confirmation message.

Admin accounts cannot be deleted from the member account action menu. If the account has admin rights, the delete action is disabled. Manage admin rights from the administrator settings first when an account should no longer be an admin.

Deletion should be used carefully. Before deleting a member, review whether the member still has active plans, upcoming bookings, invoices, payment methods, or open support tasks.

Member management connects to several areas in Manage: