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Use Members to find and manage church member accounts. The church-wide Role shown here is separate from a person’s role in a specific department. To manage a department roster, open that department’s Members tab; see Manage departments.

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Find a member

  1. Open Members.
  2. Enter a name or email in Search members.
  3. Choose All, Active, Invited, or Suspended to filter by account status.
  4. Select a row to open the member profile. Use Refresh to reload the list and the page controls to move through more results.
The list shows each member’s name, email, church-wide role, status, and Last active date.

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Invite a member

  1. Select Invite member.
  2. Enter the person’s Email and Name.
  3. Optionally choose a Role if role assignment is available to you. You can send the invitation without assigning a role.
  4. Select Invite member.
The person receives an email to set a password and join. Their account appears with Invited status until they accept. If the invite is still pending, use Resend invite from the member’s actions menu.

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Import members from a CSV file

Use Import CSV for a list of people. The file must be comma-separated, no larger than 2 MB, and contain no more than 1,000 data rows. The header row must include email and name; phone is optional. Header names are not case-sensitive.
  1. Select Import CSV, then Choose CSV file or drop the file into the upload area.
  2. Review the valid and invalid row counts. Correct the source file and choose it again if important rows are invalid.
  3. Optionally select a Role if you have role-assignment access.
  4. Leave Send invite emails selected if new members should receive invitations. Turn it off to import accounts without sending invites now.
  5. Select Import and review the results.
The results list members created, existing members skipped, duplicate rows, and invalid rows. If invite emails could not be sent, use Resend invite for each new member that still needs an invitation.

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Update a member’s account

Select the row’s actions menu to see the options available for that member:
  • View profile opens the member’s profile.
  • Edit lets you update the member’s name and, if you have role access, church-wide Role.
  • Deactivate changes an Active account to Suspended. You can use Reactivate on a suspended account.
  • Resend invite is available for Invited accounts.
  • Delete from the directory is available for an invitation that has never been activated. The invite is permanently removed. For an active or suspended account, use Deactivate instead of this directory action.

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Review a member profile

Open a profile to review the member’s account status, church-wide role, email, phone, address, date of birth, department roles, join date, last login, and Google account link.
  • Select Edit details to update Address or Date of birth.
  • Select Change role to assign a church-wide role or No role, when your access allows role changes.
  • The Activity section, when available, lists changes made to the member. The Logs tab may show actions the member performed; filter it by All, Success, or Failed.
  • Some profiles also show Care or other permission-gated sections. Access to those details is controlled separately; keep confidential information within the staff who are authorized to see it.
  • The profile’s Delete action permanently removes the member and cannot be undone. Follow your church’s process before using it.
If you cannot find a member, change a role, or open a profile section, contact your church administrator. Available actions depend on your member-management and role access.