# Members
The **Members** module is the best way to keep track of all of your **customers info**, here you will store their **unique information**, not just their **name** but their **address**, **phone number**, **tax exemptions**, and **discounts**. After installing the **Members** module from the **SA Store** you can visit it along with the rest of your modules on the left side under the **Dashboard**. You can **edit** any of the **Members** info that join your site, however the best part about it is, your members can fill it out themselves when they join!
## Manage Members
### Member Table
The **Manage Members** page will present you a list of all **members** on your website. The list of **Members** is, by default, sorted **alphabetically** by the **last name.** However, you can use a different sorting criteria by clicking on the heading of one of the columns. There are also actions for each **row** of a **Member** to allow you to perform such tasks as **editing and deleting** a **Member**. You also have **static actions** available to **export, search or add** a new **Member**.
The following columns are available on the **Manage Members Page**:
* Last Name
* First Name
* Company
* Member Since
* Last Login
### Member Table Actions
#### 
Export All Members
This button will create an **Excel (.csv) file** containing all complete **Members** and their corresponding information.
#### 
Search
This button will allow you to search through your **Members** using the following parameters:
{% hint style="info" %}
You will not need to fill out every field, simply the one you wish to search with.
{% endhint %}
* Last Name
* First Name
* Company
* Member Since
* Phone Number
* Email Address
* Username
* Is Active
#### 
Add New Member
This button will take you to the **Create a Member** page. (See [Create/Edit Members](/user-guide/modules/members.md#creating-and-editing-members))
### Per Member Actions
#### 
Edit
This button will take you to the **Edit a Member** page. (See [Create/Edit Members](/user-guide/modules/members.md#creating-and-editing-members))
#### 
Delete
This button will **permanently removes Member** from your website.
#### 
Login as User
This button will log you into the website as the selected **Member**.
## Creating and Editing Members
Selecting **Create Member** will bring you to the above page.
Here, you will have the option to enter **general information** regarding your new **Member**.
Allows you to put a lot of detailed information about the **customers/members** of your website. When first creating a new **member**, you are limited to only putting in basic information. Once the **member** has been created, the rest of the tabs will be displayed for you to add more **detailed information** about the **Member**.
Each **Member** can have any number of **Users** connected to them. The **Member** account can act as an **administrative account** for the connected **Users**, giving the **Member** the ability to update individual **User** information.
Moving forward, any reference to **Member(s)** will be in reference to the **administrative account**, whereas **User(s)** will be in reference to the individual accounts.
{% tabs %}
{% tab title="Basic Info" %}
| **Field** | **Description** |
| ------------- | ------------------------------------------------------------------------------------------------------------------- |
| Company | Company associated with Member |
| Homepage | Website associated with Member |
| First Name | First name of Member |
| Middle Name | Middle name of Member |
| Last Name | Last name of Member |
| Comment | Notes regarding Member |
| Is Pending | Controls whether the Member account is pending review |
| Is Active | Controls whether the Member account is enabled/disabled |
| Member Avatar | A profile picture used for the member.
(You must create the member before you can set a profile picture)
|
| {% endtab %} | |
{% tab title="Username/Password" %}
#### *This tab is only present once the Member has been finalized*
### Username/Password Table Actions
**Create Username/Password entry**
| **Field** | Description |
| ---------- | ----------------------------------------------------- |
| First Name | First name of User |
| Last Name | Last name of User |
| Username | Desired Username for User |
| Password | Desired Password for User |
| Email | Desired Email Address for User |
| Is Active | Controls whether the User account is enabled/disabled |
### Per Username Actions
**Edit**
Edit the associated user entry.
**Delete**
Delete the associated user from the member.
{% endtab %}
{% tab title="Email Addresses" %}
#### *This tab is only present once the Member has been finalized*
### Username/Password Table Actions
**Create Email Address entry**
| **Field** | Description |
| ---------- | ---------------------------------------------------------------- |
| Email | Desired Email Address for User |
| Type | Categorization of this Email Address (i.e. Personal, Work, etc.) |
| Is Primary | Determines if this Email Address is the main email for the User |
| Is Active | Controls whether this email is enabled/disabled |
For more information on **Editing a User,** please see [Editing Users](/user-guide/modules/members.md#editing-users).
{% endtab %}
{% tab title="Addresses" %}
#### *This tab is only present once the Member has been finalized*
### Address Table Actions
**Create Address entry**
| **Field** | Description |
| -------------- | ----------------------------------------------------------- |
| Street | Desired Street Address for User |
| Unit, etc. | Field for Apartment/P.O. Box Numbers |
| City | Address City |
| State/Province | Address State/Province |
| Postal Code | Address Postal/Zip Code |
| Type | Categorization of this Address (i.e. Personal, Work, etc.) |
| Latitude | Latitudinal coordinate for the Address |
| Longitude | Longitudinal coordinate for the Address |
| Is Primary | Determines if this Address is the main Address for the User |
| Is Active | Controls whether this Address is enabled/disabled |
| {% endtab %} | |
{% tab title="Phone Numbers" %}
#### *This tab is only present once the Member has been finalized*
### Phone Table Actions
**Create Phone entry**
| **Field** | Description |
| ------------ | ----------------------------------------------------------------- |
| Phone | Desired Phone Number for Member |
| Type | Categorization of this Address (i.e. Personal, Work, etc.) |
| Is Primary | Determines if this Phone Number is the main Number for the Member |
| Is Active | Controls whether this Number is enabled/disabled |
| {% endtab %} | |
{% tab title="Groups" %}
#### *This tab is only present once the Member has been finalized*
### Group Table Actions
**Add Group to Member**
| **Field** | Description |
| ------------ | ----------------------------------------------------------------------- |
| Group | Select the desired group from the drop-down of previously created group |
| {% endtab %} | |
{% tab title="Misc." %}
This tab will have additional information if there is custom functionality built in for your site.
{% endtab %}
{% endtabs %}
## Manage Groups
Allows you to create, edit or delete **Groups**. **Groups** are a method of **categorizing** your **Members**. These can often be utilized for allowing certain groups to have **permissions** to specific pages or functionality on your website using the **Member Firewall Module**. (link)
### Manage Groups Table
The following columns are available on the **Manage Groups** Page:
* Name
* Group ID
* Is Default
### Manage Groups Actions
#### Add New Group
This button will take you to the **Create** **a Group** page. (See[ Create/Edit Group](/user-guide/modules/members.md#creating-and-editing-groups))
### Per Group Actions
#### Edit
This button will take you to the **Edit** **a** **Group** page. (See[ Create/Edit Group](/user-guide/modules/members.md#creating-and-editing-groups))
#### Delete
This button will permanently **removes** **a** **Group** from your website.
### Creating and Editing Groups
| Field | Description |
| ----------- | ---------------------------------------------------------------------------------------------- |
| Name | Name of the Group |
| Description | Description of the Group |
| Is Default | Determines if a Member will be assigned to this Group, unless
otherwise specified
|
## Manage Users
Shows all users tied to every member in the system.
This page lists all the Users connected to Members on your site.
### Users Index
####
The following columns are available on the **Manage Users Page**:
* Email Address
* Company
* Status
* Last Activity
* First Name
* Last Name
### Manage Users Actions
**Search**
This button will allow you to search through your **Users** using the following parameters:
{% hint style="info" %}
You will not need to fill out every field, simply the one you wish to search with.
{% endhint %}
* Email Address
* Company
* First Name
* Last Name
* Groups
### Per User Actions
**Login as User**
This button will log you into the website as the selected member.
#### Edit
This button will take you to the Edit a User page. (See Editing Users)
#### Delete
This button will permanently removes member from your website.
* Edit
* Delete
### Editing Users
| Field | Description |
| ---------- | ----------------------------------------------------- |
| First Name | First name of User |
| Last Name | Last name of User |
| Username | Desired Username of User |
| Password | Desired Password for User |
| Email | Desired Email Address for User |
| Is Active | Controls whether the User account is enabled/disabled |
---
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