Members
Use Members to search the roster, open a member record, and perform day-to-day membership tasks your role allows.
Find a member
Section titled “Find a member”- Open Members in admin navigation.
- Search by name, email, or company.
- Open the row to view the member detail.
Common tasks
Section titled “Common tasks”- 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.