Members are users who are part of a Community, from the administrative team to invited contributors who participate in the publishing process.

The Members Dashboard (visible to Administrators) displays a table of all Members of a Community. The Members table can be sorted by any column ascending and descending. The table can also be searched by email.

The table includes the following headers:  

• First Name: the first name of the Member
• Last Name: the last name of the Member
• Email: the email of the Member
• Role: the access and permissions of the member within your Community. (admin, editor, or contributor). admin can do anything within the Community; editor can edit most things; contributor are only able to see the forms and other public-facing content that are linked to them. Members added via this table are by default assigned editor; Members invited via the email action who do not yet exist are assigned contributor.
• Joined: the date on which the Member was invited to the Community (formatted as MM/DD/YYYY)

Remove Member

To remove a member, select the vertical three-dot menu at the far right of the member row. Select Remove member from the dropdown Actions menu.

Members cannot be edited at this time. If edits are needed, remove the member and re-add via Add Member.

Add Member

To add a member, select Add Member. A pop-up will appear, where users can enter the email address of the new Member to invite to the community.

If the email is associated with a Platform account, their full name and email will appear at the bottom of the pop-up screen. Users can select a Role from the dropdown menu (admin, editor, or contributor). Select Add Member to add member to the Community.

If the email is not yet associated with a Platform account, additional information is required to invite the new Member:

• First Name: the first name of the Member
• Last Name: the last name of the Member
• Role: the access and permissions of the Member within the Community. Select Admin, Editor, or Contributor from the dropdown menu. By default, new members are assigned Editor. Admin can do anything within the Community; Editor can edit most things; Contributor are only able to see the forms and other public-facing content that are linked to them.

Select Invite to send an email invitation to the Member.