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Team MembersView & Search Team

View & Search Team

Use the Members page to review everyone who has a staff account, and to search for a person.

Where to Look

Open People → Members. The list layout, search field, and + Add Member are shown on the Team Members overview.

What You See

ItemWhat it means
MembersPage title, with a count such as 3 Members
+ Add MemberOpens Invite Member or Create Member
Search members…Finds people in the list
Member cardName, email, and a role badge
StatusActive (green) or Inactive (grey). See Team Member Actions
Avatar indicatorA green dot on the avatar
Card menu (⋯)View Profile, Freeze Classes, Deactivate

Role badges shown on this page are Admin, Staff, and Trainer.

How to Find a Team Member

  1. Open People → Members.
  2. Type in Search members… to find a person.
  3. Open the card menu (⋯) if you need View Profile, Freeze Classes, or Deactivate.

View a Team Member

Open View Profile from the card menu to see Member Detail.

Member Detail panel with name, role, active status, email, phone, and designation

The panel shows:

ItemWhat it is
Member DetailTitle of the panel
ActiveToggle for the person’s account status
Name and role badgeFor example Admin or Staff
Edit (pencil)Opens editing
Assign TaskAssigns a task
MessageSends a message
E-mailTheir email address
RoleTheir assigned role
PhoneTheir phone number
DesignationTheir job title, such as Director
SkillsSkills, or N/A if none
Date of BirthDate of birth
GenderGender

Close the panel with X.

Separate list filters for role or status are not shown on the Members page. Use search to find a person, then open Member Detail to see their role and whether they are Active.

Card Menu

Click the three dots on a member card to open:

  • View Profile
  • Freeze Classes
  • Deactivate

See Team Member Actions for what is confirmed about these actions.

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