Managing Members
The purpose of this article is to provide a foundational understanding of how to manage members inside your site. Members are the ‘end-users’ of your site and the Members section (outlined in green below) allows admins to manage who has access, who is invited, and what data is part of the user's profile.
There are six tabs used to manage your site members (outlined in blue below):
- Active, Pending, Invited, Pre-Verified, Admins, Inactive
Active Members
Active Members are a list of users who have joined your site. Clicking a member's first name, last name, or email address will provide profile information. This includes fields, activity, and actions the member has taken.
Pending Members
There may be instances where members who have not been pre-verified sign up for your Wisr Virtual Community. Wisr is a gated virtual community, therefore any member(s) not pre-verified will be sent to the Pending tab. Admins have the ability to approve or reject pending members.
Quick How-To Video - Managing Pending Members
In this video, we demonstrate how to manage pending members as a Wisr admin.
IMPORTANT: When approving a site member, you are prompted to enter their Unique ID. If you enter a Unique ID that exists in the pre-verification list, Wisr will automatically merge the data together and activate their profile. Student Ambassadors, Campus Faculty and Staff, and other Campus contributors do not need to have a Unique ID
Invited Members
Invited Members are those who have been invited through direct Community invitations. Community Leaders and Administrators have the ability to invite Members directly, which includes automatic verification of their profile.
Link to more on Community invitations.
Pre-Verified Members
Pre-verification grants automatic site access for members with the email addresses you have provided. The process of pre-verification creates a unique invitation URL for each member that can be used in subsequent email invitations. For more on pre-verification, please navigate to the Managing Members article. Pre-verification accomplishes the following:
- Grants automatic site access for members with email addresses you have approved
- Creates a unique invitation URL for each member that can be used in subsequent email invitation campaign
All pre-verified members will appear in the Pre-Verified Members tab. Admins can detail into a pre-verification record to change basic info and retrieve a pre-verification URL link.
Admins
Admins have the ability to create additional admins or promote existing members to admin status. To create additional admins, click " Add an Admin" on at the top right of the page. Fill in the desired admin's first name, last name, email address, and add a custom message for the invite (optional).
Elevating a Pre-Existing Member to Admin
If a member is already active and should be elevated to an admin, a current admin can promote the member. Navigate to the Member's Profile (in the Active Member tab), click the drop down next to ‘View Profile', and click ‘Grant admin privileges’.
Inactive Members
The Inactive Member list displays deactivated members who no longer have access to Wisr. You can deactivate a member using the dropdown on the member details page. If a member was deactivated accidentally or needs to be re-activated, you can activate their account from the Inactive table.