Overview
The Members area is where admins manage the people in an instance. From here, you can add members, update permissions, view activity and wallet balances, manage seats, and take bulk actions like resending invitations.
With this functionality, admins are able to:
Add new members to an instance
View and search the member list
Update member permissions and active status
Increase available seats for an instance
Resend invitations in bulk
Open a member's details page to edit their profile and view Courses, Pathways, Wallet, Transactions
Adjust a member’s wallet balance (where applicable)
Managing Members
Log into your admin account and navigate to the Members tab in the left navigation bar.
In this page you are able to:
Select an Instance from the dropdown at the top of the page.
View instance summary metrics (e.g., Active Members, Never Logged In, and Seats Available).
Search for members using the Search bar.
View member details in the table, including Name, Email, Last login, Permission, Courses, Wallet Balance, and Active status.
Use Manage Roles, Bulk Actions, and Increase Seats (top right).
Related articles
Add and Manage Instance Members
Add, edit, or delete Roles
Increase Seats for an Instance
Resend Invitations (Bulk Actions)
Manage a Member Profile
Adjust a Member Wallet
Deactivate (Soft Delete) a Member