Members
Members (under the Members nav group) is where staff manage the roster: search, add, import, and open individual member records.
Find a member
Section titled “Find a member”- Open Members in the admin navigation.
- Use the search box to search by name, email, or company.
- Narrow results with the Status, Tier, Lifecycle, and Role filters.
- Select a row to open the full member record.
Add a member
Section titled “Add a member”- On the Members page, select Add Member.
- Fill in the member’s details and save.
- If the email or company already matches an existing record (for example a prospect), MemberHero shows a conflict prompt so you can convert the existing record instead of creating a duplicate.
Maintain a member record
Section titled “Maintain a member record”- 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 — on Notes & History, add a note and read past notes in full (long notes collapse with a Show more toggle); the timeline below adds tasks, feedback, and touchpoints. Available if CRM-style tools are enabled.
Import members
Section titled “Import members”Select Import to bulk-load members from a file rather than adding them one at a time. Use this for onboarding a roster or migrating from another system.
Export the roster
Section titled “Export the roster”Select Export CSV to download the currently filtered list (name, email, company, status, tier, start date, phone).
The member record
Section titled “The member record”Opening a member from the list takes you to their full record, organized into tabs:
| Tab | What it covers |
|---|---|
| Overview | Snapshot of the member |
| Activity | Engagement/activity feed |
| Value & Growth | Value score and growth tracking |
| Success | Success/onboarding progress |
| Network | Their connections in the network |
| Renewals & Risk | Renewal timing and at-risk signals |
| Contributions | Contribution/leadership history |
| CRM & Staff | CRM notes, tasks, and staff assignment |
| Access & Membership | Membership tier, status, and access |
| Notes & History | Notes and change history |
From here you can also edit the member’s details, and — depending on your role — email them or invite them to an event.
Other tabs on the Members page
Section titled “Other tabs on the Members page”Besides the main roster (All Members), the Members page also has tabs for Applications, Invitations, Renewal Tracking, and (on higher tiers) Connections, Trust & Credibility, Contributions, Network Intel, and Connector Routing. Some of these are marked PRO and are locked unless your organization’s plan includes them.
- Search by email when names are ambiguous or a member has a common name.
- Use Add Member for one-off additions and Import for bulk loads — don’t duplicate a member by using both for the same person.
- Bulk changes, merges, and deletions can affect billing and history — check with an org admin before making them.