Update member(s)

Update multiple members at once

You can update multiple members' values at once, via a .csv file import.

1. In the "Members" panel, open the "All members" section.

2. Select all members by checking the box on the left of "Name".

3. Click on the menu and select "Export in .xls". Your members list is sent to you by email.

4. Open your .xls file and make any change you want.

Update values for existing members

Update values for existing members by change the desired values in the file.

In the example below, the changed values are in blue.

Add new members

Add new members by adding new rows to the file.

In the example below, the changed values are in blue.

Add new categories

Add new categories by adding new columns to your file.

In the example below, the changed values are in blue.

If you don't know the values of this new category for all members, don't worry. Leave it empty and it will be displayed as N/A in the members table.

Change members status to Active or Inactive

Change members status to Active or Inactive by indicating "TRUE" or "FALSE" in the "Is Active" column.

In the example below, the changed values are in blue.

Learn more about Active and Inactive members here.

5. Save your file as .csv.

6. Upload your modified file by clicking on the "Add new members" button, and selecting the "Upload a member list" option.

If enabled, the option to "Send a welcome email" will only be applied for new users.

After uploading the file, you will notice that the members list has been updated based on the changes you've made to your file.

Update one (or a few) member(s)

You can update values manually directly from the Members list.

Deactivate member(s)

Find more information about Active and Inactive members here.

1. Look for the member(s) name(s) in the list.

2. Tick the box besides the member(s) name(s) to select them.

3. Click on the menu and select "Deactivate members"

To deactivate many members at the same time, use the first method mentioned in this article.

Activate or reactivate member(s)

1. Look for the member(s) name(s) in the list.

2. Tick the box besides the member(s) name(s) to select them.

3. Click on the menu and select "Activate members"

Grant admin access

1. Look for the member(s) name(s) in the list.

2. Tick the box besides the member(s) name(s) to select them.

3. Click on the menu and select "Grant admin access"

Revoke admin access

1. Look for the member(s) name(s) in the list.

2. Tick the box besides the member(s) name(s) to select them.

3. Click on the menu and select "Revoke admin access"

Note that if you're using the Slack or MS Teams integration, members are automatically synchronized. However, you can still import a .csv file to enrich your automatically synchronized members list with new categories for example.