The Member Details page provides comprehensive insights into individual user accounts, allowing you to manage from profile information to content access in one centralized location.
This page serves as your command center for understanding and supporting your members.
Access the Member Details
To view a user's information:
Navigate to People
Find the member using the search or filter options
Click the ellipsis (...) next to their name
Select Edit
Available Information
The Member Details page organizes information into several cards (sections), each focusing on a specific aspect of the member's account.
About
The About section displays the profile information.
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💡 TIP: Private Notes are especially useful for documenting customer service interactions, special arrangements, or important details about the member that your team should know.
Invoices
The Invoices card provides a complete payment record.
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🔗 Learn more about Invoice Status
Activity
The Activity card shows all tracked member actions.
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🔗 Learn more about User Activity Log
Emails
The Email card offers a comprehensive email history log.
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💡 TIP: Emails sent through Marketing automations can be clicked. It will redirect you to the particular automation that generated the email.
Account Profile
This section gives you a snapshot of key member information.
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ℹ️ INFO: The Account Profile card dynamically updates based on the member's segment.
Manage Membership Options
Under the Account Profile card, you'll see a Manage Membership dropdown with these options:
Edit Next Invoice Date
Change when the member will be billed next
Apply Coupon to Membership
Add or replace a coupon for the current subscription
Cancel Membership
Cancel the subscription, allowing access until the end of the billing period
End Membership
Immediately terminate access and end the subscription
⚠️ WARNING: End Membership immediately revokes access and stops billing. Use Cancel Membership instead if you want the member to retain access until their current billing period ends.
Watch History
The Watch History card provides:
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📝 NOTE: Watch history analytics may not be perfectly accurate due to common internet factors like browser settings, extensions, VPNs, anonymous browsing, and connection issues. This is normal for web analytics.
Bundle Access
The Bundle Access card:
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Content Access
The Content Access card:
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💡 TIP: Use the Bundle and Content Access cards to instantly grant members access to offers, which will then appear in their Catalog's My Library section.
Additional Options
The More Actions dropdown, located at the top right of the Member Details page, provides these options:
Copy Email
Quickly copy the member's email
Impersonate
Log in as the member to view the storefront
Manage Password
Reset the member's password
Delete
Permanently delete the member's account
⚠️ WARNING: Exercise caution when using the Delete option. This action is irreversible and will permanently remove the member's account and all identifying records from the store.
FAQs
Can I edit a member's email address?
Can I edit a member's email address?
Yes, given you have permission from the member and please note that email addresses can only be changed once every 24 hours.
Where can I update the name of the member?
Where can I update the name of the member?
Members are given the control to update their name via the User Dashboard. Admins can impersonate the member to update the name on their behalf.