Integrate Pasifika

Effective member management is crucial for building a thriving Community of Practice. This guide covers everything from approving new members to maintaining an engaged community.

Understanding Member Roles

Each community has different member roles with varying levels of access and responsibility:

Community Owner

Full administrative control

• Approve/reject membership requests
• Manage all community settings
• Assign editor roles to members
• Moderate content and discussions
• Access analytics and reports
• Delete the community if needed

Community Editor

Content and event management

• Upload and organize resources
• Create and manage events
• Moderate discussions
• Help onboard new members
• Review content submissions
• Access community analytics

Community Member

Full participation rights

• Access all community content
• Participate in discussions
• Upload resources
• Join events and meetings
• Connect with other members
• Use community tools

Pending Member

Awaiting approval

• Can view community overview
• Cannot access private content
• Cannot participate in discussions
• Cannot upload resources
• Cannot join events
• Status visible to community owners

Enhanced Member Directory Features

The member directory now includes powerful tools for interaction and management, making it easier to connect with and manage your community members.

Member Interaction Tools

Profile View

Click the Profile button or member's name to see their full profile, including expertise, contributions, and background information.

Direct Message

Start one-on-one conversations directly from member cards. The Message button opens a private chat channel instantly.

Email Contact

Quick email links let you contact members through your default email client with their address pre-filled.

Keyboard Navigation

Use Tab to navigate between member cards and press Enter to view a member's profile. This makes browsing your member directory faster and more efficient.

Managing Membership Requests

When someone requests to join your community, you'll receive a notification. Here's how to handle membership requests effectively:

Review Process

1. Check the Request - Review the member's profile, organization, and stated interests
2. Evaluate Fit - Consider if their background aligns with your community's focus
3. Make Decision - Approve, reject, or request more information
4. Send Response - The system automatically notifies the applicant
5. Follow Up - Welcome approved members and provide guidance

Approval Guidelines

Consider these factors when reviewing membership requests:

Approve When

• Profile information is complete and professional
• Organization/background aligns with community focus
• Stated interests match community topics
• No red flags in profile or request
• Would contribute positively to discussions
• Has relevant expertise or experience

Consider Rejecting When

• Incomplete or suspicious profile
• No clear connection to community focus
• Spam or promotional intent
• Inappropriate or unprofessional content
• Duplicate or fake accounts
• Previous violations in other communities

Dynamic Role Management

Manage member roles directly from the member directory with the new inline role selector. No need to navigate to separate settings pages.

Changing Member Roles

1. Navigate to Members Tab - Open your community's member directory
2. Find the Member's Card - Locate the member whose role you want to change
3. Click the Role Dropdown - Click the role badge/dropdown next to their name
4. Select New Role - Choose from Viewer, Member, Editor, or Owner
5. Confirm Changes - Changes save automatically with a confirmation message

Note: Only Owners and Super Admins can assign Owner roles. You cannot change your own role or the original community owner's role.

Finding Members Quickly

Use advanced search, filters, and sorting to quickly find the members you're looking for.

Advanced Search

The search bar searches across multiple fields simultaneously: name, email, title, profession, and organization. Just start typing and results filter instantly.

Role Filters

Filter members by their role to quickly find specific groups:

• All - Show everyone in the community
• Owner - Community administrators only
• Editor - Content managers
• Member - Regular participants
• Viewer - Read-only access members

Each filter button shows the member count in parentheses for quick reference.

Sorting Options

• Name (A-Z) - Alphabetical listing of members
• Recently Joined - Newest members appear first
• Role - Organized by permission level (Owner → Editor → Member → Viewer)

Member Statistics

Track community health with real-time statistics displayed at the top of the members page:

Total Members

All active community members

New (30 days)

Members who joined in the last month

Admins/Editors

Members with elevated permissions

Active Today

Members active in last 24 hours

Bulk Member Operations

Efficiently manage multiple members at once with bulk actions - perfect for large communities or regular maintenance.

Using Bulk Selection

1. Check the box next to each member you want to select
2. Or use "Select All" to choose all currently filtered members
3. A floating action bar appears at the bottom of the page
4. Choose your action: Export or Remove

Tip: Use filters first to narrow down members, then select all for targeted bulk operations. For example, filter by "Viewer" role, then select all to export just viewers.

Bulk Export

Export member data to CSV for reporting, backup, or analysis:

• Select specific members to export, or click "Export CSV" button to export all
• Click "Export" in the bulk action bar
• CSV file downloads automatically with all member information
• Includes: Name, Email, Role, Join Date, Title, Organization, Location

Bulk Remove

Remove multiple members at once with proper safeguards:

1. Select the members you want to remove
2. Click "Remove" in the bulk action bar
3. Confirm the action in the dialog
4. Members are removed and automatically notified

Inviting New Members - Enhanced

Proactively grow your community with single or bulk invitation features.

Single Invite Mode

1. Click "Invite Member" button in the members tab
2. Ensure "Single Invite" mode is selected
3. Enter email address and optional recipient name
4. Add a custom personal message (optional)
5. Send the invitation

Bulk Invite Mode - NEW!

Bulk Invitation Feature

Invite multiple people at once:

1. Click "Invite Member" button
2. Switch to "Bulk Invite" mode using the toggle
3. Enter multiple email addresses in the text area:
- • Comma-separated: [email protected], [email protected]
- • Line-separated: One email per line
4. Add a custom message (applies to all invitations)
5. Review the email count display
6. Click "Send X Invitations"
7. View the success/failure summary

Custom Invitation Messages

Personalize invitations with context about why they should join or what to expect in the community. Custom messages help improve acceptance rates and set proper expectations.

Member Activity Tracking

See at a glance who's active in your community with color-coded activity indicators.

Activity Indicators

Active Now

Member was seen in the last 5 minutes

Active Today

Member was seen in the last 24 hours

Inactive

No recent activity detected

Member Badges

Members may display badges indicating their expertise, contributions, or special designations within the community.

Mobile-Friendly Features

The member directory is fully optimized for mobile devices with touch-friendly controls.

View Mode Toggle

Switch between grid and list views for optimal mobile experience:

• Grid View - Default layout, shows members in cards (3 columns on desktop, 1 on mobile)
• List View - Compact single-column layout, better for scrolling through long member lists

Touch-Optimized

• All buttons are sized for easy tapping on touch screens
• Responsive layout adapts to any screen size
• Checkboxes are easy to select on mobile devices

Member Onboarding

Help new members get started and feel welcome in your community:

Onboarding Checklist

Immediate Actions

• Send welcome message
• Share community guidelines
• Introduce them to key members
• Point to important resources

First Week

• Check in on their experience
• Invite to upcoming events
• Encourage first contribution
• Answer any questions

Managing Active Members

Keep your community engaged and well-managed with these ongoing activities:

Regular Activities

• Monitor discussion quality and engagement
• Respond to member questions promptly
• Share relevant resources and updates
• Organize regular events and meetings
• Recognize member contributions
• Update community guidelines as needed

Member Support

• Help members find relevant resources
• Facilitate connections between members
• Provide technical support when needed
• Mediate conflicts or disagreements
• Gather feedback on community experience
• Celebrate community milestones

Handling Member Issues

Sometimes you'll need to address member behavior or conflicts:

Issue Resolution Steps

1. Assess the Situation - Understand what happened and gather context
2. Communicate Privately - Reach out to the member directly first
3. Explain Community Guidelines - Reference specific rules and expectations
4. Provide Opportunity to Improve - Give clear guidance on expected behavior
5. Escalate if Necessary - Use platform moderation tools for serious violations
6. Document Actions - Keep records of interventions and outcomes

Member Analytics and Insights

Use the analytics dashboard to understand member engagement and community health:

• Member Growth - Track how your community is growing over time
• Engagement Metrics - See which members are most active
• Content Popularity - Understand what resources and discussions resonate
• Event Attendance - Monitor participation in community activities
• Geographic Distribution - See where your members are located
• Activity Patterns - Identify peak engagement times and trends

Member Networking & Matchmaking

The platform includes powerful networking features that help members connect based on their skills, interests, and learning goals:

Interests Analytics

Admin Dashboard Feature

• View aggregated member interests data
• See top capabilities in your community
• Identify learning goals and gaps
• Find matchmaking opportunities

Member Matchmaking

Connection Features

• "Find Connections" in Members tab
• Match members by skills/interests
• Mentorship pairing system
• Collaboration opportunities board

📚 Learn More About Networking Features

For detailed guides on all networking and matchmaking features, visit the dedicated documentation section:

Promoting Member Engagement

Keep your community active and engaged with these strategies:

Content Strategies

• Share regular updates and news
• Post discussion questions
• Highlight member achievements
• Curate relevant external content
• Create resource collections
• Share success stories

Community Building

• Organize regular virtual meetings
• Create member spotlight features
• Facilitate peer-to-peer connections
• Host collaborative projects
• Celebrate community milestones
• Encourage member-generated content

Best Practices for Member Management

• Respond to membership requests within 48 hours
• Be transparent about community guidelines and expectations
• Regularly communicate with your community about updates and changes
• Encourage member feedback and act on suggestions
• Recognize and appreciate active contributors
• Maintain a balance between growth and quality

Getting Help

If you need assistance with member management, contact our support team at [email protected]. We can help with technical issues, policy questions, or provide guidance on community management best practices.

Managing Community Members