Members Status

The Status field on the member Summary tab is the primary method for controlling whether a member can access the Members Area and receive system emails.

Options are detailed below:

Active

Active members are members who are currently in the company or organisation.

NOTE: By setting the Status to active when you first create the members account the member will receive a registration email to log in to the members area.

Once a member record has been created then subsequent changes to the member record do not trigger a registration email, only the first time it is created if the status is Active

Having a Status of active also allows a member to log in to the members area.

By default members with a Status of active are listed in the Members Area Directory and their details shown, this can be changed by the member, or by ticking the Private profile checkbox under Summary > GDPR and Privacy.

Inactive

You may be adding historical members that have left the company but who's details are required in the system for historical data such as committee activity. These members should be set to inactive.

Setting the Status to Inactive also removes the ability for the member to log in to the system if they were previously set to active.

Non-Member

This status is used for clients who have a public donations page and is a way for the system to capture the details of non-members who make a donation, eg for record keeping/gift aid purposes.

At present this status should not be used for members unless you wish to create accounts for guests so they may be added individually to events. However they would not receive system emails (booking confirmations etc) and cannot log in to the members area.

Archived

Archived status may be used in preference to deleting the member record so that the member record is retained for future reference.

Setting the status to Archived will remove the member from the standard members lists and searches, unless specifically searched for or in a segment that they match.

Best Practices

If a member is created and their Status has been set to active then that member will be sent a registration email automatically when their profile is first saved.

It is therefore advisable to create all new members with a Status of inactive, so that you can complete the Profile and Data sections to ensure the members profile is completed.

Once completed, set the status to to active or inactive and press Save.

If you wish to send a registration email to that member then their Status must be set to active.

Click the Resend password link at the top right of the Summary tab to send the registration email.