The Member Management screen within the Admin Settings gives landscape administrators complete control over the members of their landscape, including their roles, permissions, and payment details (if applicable). Here's how it works:
What You Can Do on the Member Management Screen
View Current Members
Admins Overview:
A list of all admins within the landscape, including the creator.
Admins have full control over landscape settings, user management, and keyword/index creation.
Members Overview:
A table displaying all members of the landscape, with columns for:
Name: The user's full name.
Role:
Creator: The person who created the landscape (cannot be deleted unless ownership is transferred).
Admin: Manages landscape settings, can invite new members, and moderate discussions.
Member: Full access to landscape data but no admin permissions.
Joined Date: When the user joined the landscape.
Email Address: The member’s email for communication and payment (if applicable).
Monthly Fee: Shows the monthly cost for members of paid landscapes (or "Free" for invited members).
Total Paid: Displays the total amount a member has paid since joining.
Actions: Includes options to view membership details or delete a member.
View Member Details
Clicking on a member’s Actions > View Membership provides more detailed information through three tabs:
Details:
Email Address: Displays the email of the member.
Joined Date: Indicates when they became a member.
Total Payments: The cumulative amount paid for paid landscapes.
Monthly Fee: The recurring monthly fee for the member.
Delete Member Action: Removes the member from the landscape, revoking access to saved items like views or portfolio entries. Posts and comments remain visible in discussions.
Questions:
For landscapes that require an application to join, admins can review the member’s answers to any onboarding questions.
Payments:
View the complete payment history of the member, including amounts and dates for paid landscapes.
Invite New Members
Admins can add new members to the landscape via the Invite Member button:
Add one or multiple email addresses separated by spaces.
Select the Role for the invitee: Admin or Member.
Invited members are notified via email and will appear in the member list upon joining.
In paid landscapes, invited members are marked as "Free" and do not incur charges.
Key Actions for Admins
Delete Members:
Remove a member from the landscape. This will:
Revoke their access to all data, saved views, alerts, and portfolio items tied to the landscape.
Retain their contributions in discussions (posts/comments).
Note: The Creator cannot be deleted unless ownership is transferred to another Admin.
Filter Members:
Use filters at the top of the member table to narrow down results by:
Role (Admin/Member).
Join Date.
Email Address.
Export Members:
Export the full member list, including roles, join dates, and payment details, to a CSV for offline analysis.
Important Notes for Admins
Creator Role: The Creator of the landscape has unique permissions and cannot be removed without transferring ownership to another admin.
Member Removal Impact:
Saved items (e.g., views, portfolios) are no longer accessible to removed members.
Historical contributions (posts/comments) remain in the landscape.
Payment Handling:
Invited members in paid landscapes do not incur charges and are labeled as "Free."
Admins can review all payment-related data in the Payments tab under member details.
Application Management:
If the landscape requires approval for membership, admins can review answers to onboarding questions before granting access.
Admins can approve or decline members from this screen as well