> For the complete documentation index, see [llms.txt](https://docs.siteadministrator.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.siteadministrator.com/user-guide/modules/members.md).

# 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!

![](/files/-LrVX0YwrHmHNwI0cic0)

## Manage Members

![](/files/-LrVWVS8icJKTYB_XnfK)

### 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

<div align="center"><img src="/files/-LrjzompekLfHZ9wtFRM" alt="These actions are available at the top of the table containing the member data"></div>

#### <img src="/files/-Lrk-tCDsyRaYFKqWaDC" alt="" data-size="original"> Export All Members

This button will create an **Excel (.csv) file** containing all complete **Members** and their corresponding information.

#### <img src="/files/-Lrk08R3osVjisSA6sRc" alt="" data-size="original"> 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

#### <img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> 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

![These actions are available at the end of each row containing a member](/files/-Lrk3rnsPvgAqhuuYr4E)

#### <img src="/files/-Lrk6Cagyud7YwbyCg-1" alt="" data-size="original"> 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))

#### <img src="/files/-Lrk6N0tK9JC2wasThqq" alt="" data-size="original"> Delete

This button will **permanently removes Member** from your website.

#### <img src="/files/-Lrk6_QNUIopiF__sDV6" alt="" data-size="original"> Login as User

This button will log you into the website as the selected **Member**.

## Creating and Editing Members

![Creating a Member](/files/-LruDbiB8CITnG_NZg7s)

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**.

![After Creating Member](/files/-LrzTKX4BZLcu6-DgMus)

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 | <p>A profile picture used for the member. <br>(You must create the member before you can set a profile picture)</p> |
| {% endtab %}  |                                                                                                                     |

{% tab title="Username/Password" %}

#### *This tab is only present once the Member has been finalized*

### Username/Password Table Actions

<img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> **Create Username/Password entry**&#x20;

![](/files/-LruJk645Jv6i1XptcoY)

| **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

<img src="/files/-Lrk6Cagyud7YwbyCg-1" alt="" data-size="original"> **Edit**

Edit the associated user entry.

<img src="/files/-Lrk6N0tK9JC2wasThqq" alt="" data-size="original"> **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

<img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> **Create Email Address entry**&#x20;

![](/files/-LrzOXqViWdhqNIhVBzc)

| **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

<img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> **Create Address entry**&#x20;

![](/files/-LrzPcIoxShSWkggSjzp)

| **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

<img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> **Create Phone entry**&#x20;

![](/files/-LrzRP3PTzRWwMMzxpAR)

| **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

<img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> **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

![](/files/-LrzTls4v86vCU6dlsWo)

The following columns are available on the **Manage Groups** Page:

* Name
* Group ID
* Is Default

### Manage Groups Actions

![These actions are available at the top of the table containing the group data](/files/-Lrk0LdXR0zor3WLvb14)

#### <img src="/files/-Lrk0LdXR0zor3WLvb14" alt="" data-size="original"> 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

![These actions are available at the end of each row containing a group](/files/-LrzXBKZGTt14pre-mEP)

#### <img src="/files/-Lrk6Cagyud7YwbyCg-1" alt="" data-size="original"> 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))

#### <img src="/files/-Lrk6N0tK9JC2wasThqq" alt="" data-size="original"> 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  | <p>Determines if a Member will be assigned to this Group, unless</p><p>otherwise specified</p> |

## Manage Users

Shows all users tied to every member in the system.

This page lists all the Users connected to Members on your site.&#x20;

### Users Index

![](/files/-Ls3XcvT6On8PrW95MKb)

####

The following columns are available on the **Manage Users Page**:

* Email Address
* Company
* Status
* Last Activity
* First Name
* Last Name

### Manage Users Actions

![These actions are available at the top of the table containing the user data](/files/-Ls3Y4zG0W11I5jhrDc1)

&#x20;<img src="/files/-Ls3Y4zG0W11I5jhrDc1" alt="" data-size="original"> **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

![These actions are available at the end of each row containing a user](/files/-Ls3Z6DyJGZldw_NKDIl)

&#x20;<img src="/files/-Ls3ZOXWfXIaprpkoGk4" alt="" data-size="original"> **Login as User**

This button will log you into the website as the selected member.

#### <img src="/files/-Lrk6Cagyud7YwbyCg-1" alt="" data-size="original"> Edit

This button will take you to the Edit a User page. (See Editing Users)

#### <img src="/files/-Lrk6N0tK9JC2wasThqq" alt="" data-size="original"> Delete

This button will permanently removes member from your website.

* Edit
* Delete

### Editing Users

![](/files/-Ls3__WsQZwVbVlffdFt)

| 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 |