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Members

Use Members to search the roster, open a member record, and perform day-to-day membership tasks your role allows.

  1. Open Members in admin navigation.
  2. Search by name, email, or company.
  3. Open the row to view the member detail.
  • Invite / add — start an invite or create a record when your org allows.
  • Update contact info — edit fields on the profile; save when done.
  • Membership — view tier/status; renewals and billing may live under Membership or Billing modules.
  • Notes / activity — log interactions if CRM-style tools are enabled.

Exact buttons depend on permissions and modules enabled for your organization.

  • Search with the email on file when names are ambiguous.
  • Do not invent parallel “lists” outside MemberOS for the roster of record.
  • Sensitive changes (merge duplicates, delete, role grants) may require an org admin.