Members

Your member list shows everyone in your community and whether they’re active, inactive, or suspended. You can add people one at a time, search and filter the list, and make bulk changes when you need to update several members at once.

Add a member

1. Go to Members in the sidebar.
2. Click Add Member in the top-right corner.
3. Fill in their First name and Last name (both required).
4. Enter their Email (required). Each email address can only belong to one member.
5. Add a Phone number if you have it (optional).
6. Under Account Settings, choose a Role (Member is the default).
7. Set the Status to Active if they should have access right away.
8. Fill in their address and a short bio if you want (both optional).
9. Click Create User.

They’ll get a welcome email as soon as you save. If you’re adding someone who already exists in a spreadsheet, see Importing Members to add them in bulk.

Note: New members start as Inactive by default. Set their status to Active in step 7 if you want them to have portal access immediately.

Change a member’s role

Only admins can change roles. Managers can view and edit member details but can’t reassign roles.

1. Go to Members and click the member’s name.
2. Click Edit Profile.
3. Under Account Settings, change the Role dropdown.
4. Click Update User.

The three roles are:

For details on what members see in the portal, see Member portal.

Deactivate a member

Setting someone to Inactive is the right choice when a member leaves. They can’t log in, but their history stays in Somiti. You can reactivate them later if they rejoin.

1. Go to Members and click the member’s name.
2. Click Edit Profile.
3. Under Account Settings, set Status to Inactive.
4. Click Update User.

Warning: Deleting a member is permanent and can’t be undone. Use Inactive status instead unless you have a specific reason to delete (such as a data removal request). Only admins can delete members.

To suspend a member temporarily (for example, if there’s a dispute), set their status to Suspended instead. Suspended members also can’t log in, but the status signals an active hold rather than a routine departure.

Search and filter members

The search bar at the top of the Members list finds people by name or email. Type a few letters and click Search.

To narrow the list further, use the filters alongside the search bar:

• Role: show only Members, Managers, Admins, or Guests
• Status: show only Active, Inactive, or Suspended members

Click Clear to remove all filters and see the full list again.

The stats at the top of the page show your totals at a glance: total members, active, inactive, and suspended.

Use bulk actions

When you need to update several members at once, check the boxes next to their names. A bulk actions bar appears at the top.

1. Check the boxes next to the members you want to update.
2. Choose an action from the Choose an action dropdown:
   • Activate: set all selected members to Active
   • Suspend: set all selected members to Suspended
   • Export selected: download the selected members as a CSV file
   • Delete: permanently remove all selected members (admins only)
3. Click Apply and confirm.

Warning: Bulk delete is permanent. Export your member list first if you need records.

To export all members (not only selected ones), click the Export button in the action bar above the member table.

Member statuses

To assign membership tiers and track dues, see Memberships.