❖ Heads up! This article is only intended for BoardConnect Site Admin.
As the BoardConnect Site Admin, you can add and manage the members on your BoardConnect site. Members can join your site or be invited to join.
When members create a new account, they're automatically added to the current course after following the link from the registration page and registering on your site.
Members can register without the auto-join code. Just so you know, if a board representative creates an account without an approval code, they must be approved by the nonprofit admin before they can be added to the organization.
Member Management Menus
There are two important menus to note for member management from your Site Admin panel, Members and Transactions. You can check if a member joined via the link and was added to a course from these two menus.
Members Menu
From the Members menu, you can see information like username, email, status, last login, etc. When a member joins via the link and is added to a course, you can see they're in the course under the Memberships status in the table. This space will be blank if they don't use the link to join.
To get to this menu:
1. Go to your Admin Panel.
2. Select MemberPress > Members.
Adding New Members
If you need to add new members, then:
1. Go to your Admin Panel > MemebrPress > Transactions.
2. Select Add New beside Transactions.
3. Fill out the User, Membership, and Status fields, leaving the rest as is.
As you type the name of the user in the User field, a dropdown appears for you to select the correct user
4. After filling out these three required fields, click Create. The Create button changes to Update.
5. Repeat these steps as many times as necessary to add members.
How to Check if the Member was Added
To check that the member was added correctly:
1. Go to your Admin Panel > MemberPress > Members.
2. Find the member in the table. They should now have the membership listed under Memberships which means they've been added correctly.
How to Export a List of Members for a Course
If you need to export a list of members, you can! By default, the filters show All Memberships, including all members without a membership. You can filter the list with the filter dropdown to see specific course memberships.
1. Go to your Admin Panel > MemberPress > Transactions.
2. Select the membership (or course title) with the Filter by dropdown.
3. Add any additional filters as necessary.
✏️ Quick tip: You can filter the list further with the Gateway dropdown if more than one payment method was used.
4. When you finish filtering, click Go.
5. At the bottom of the table, select to either export all records on the page or all records in the table to a CSV.
