Manage Members section is designed to make managing your community smoother and more intuitive. You can oversee member roles, payment-linked access, and engagement all in one place.
To access the Manage Members section, follow these steps:
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Log in to Your Heartbeat Admin Dashboard.
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From the left-hand sidebar, locate and click on Members.
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Select Manage Members from the dropdown.
This will open the Manage Members page, where you can oversee all member details, roles, and payment-linked access groups.
Member List Overview
The member list includes key details about each member:
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Member Name and Role:
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Each member can have only one role within a community.
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Access Groups:
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Tags indicate the member’s subscription or content access.
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Last Login:
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Tracks the last time each member was active, helping admins identify engagement trends.
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Joined Date:
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Indicates when a member joined the community.
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Ellipsis Menu for Member Actions
Next to each member's name, there’s an ellipsis (...) menu with several options to manage that member. Here's what you can do:
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Update Account Info:
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Change the member’s profile details aside from the community email
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Change Role:
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Update their role
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Manage Groups:
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Assign or remove access groups
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Remove User:
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Select whether to deactivate or delete a member
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Filters for Member Status
At the top, you’ll see tabs to quickly find members based on their status:
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Active: Members currently part of your community.
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Paywalled: Members who have stopped paying for paid access.
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Pending: Invited members who haven’t joined yet.
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Deactivated: Members who left the community or have been deactivated by admin.
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Abandoned: Invited users who entered their email address through an invitation link but didn’t complete the payment or finish the onboarding process.
Export Member Data
If you need to analyze your member data or use it in external tools, click the Export button in the top-right corner. You can download a CSV file with member details, roles, and activity status.