Member panel
Key point: Administrators can view or edit the personal detail and group membership of a member.

This panel has similar functionalities to the account profile page, but the presentation is split into tabs and is more succinct to fit in a panel.

It is more useful in situations where you need to make edits to multiple user accounts from a list. For example, you search all the accounts containing “Smith” – if you go to each individual account profile page, you lose the search results / listing. 

Details tab

In addition to viewing the personal details for a member account, the administrator can see the account status and set a new password for the account. They can also click the Account profile button to go to that page.

Groups tab

All the project and groups that the user is a member of are listed, along with their role and membership status in each.

The administrator can click the edit button to the right of a group or project to: change the member’s role, change the member’s notification setting, or choose whether to display the member’s email address to other group members.

The member can be removed from a group or project by clicking the icon at the right then clicking the remove button.

At the bottom of the panel, similar to the Account profile page, the administrator can type the name of a group or project and directly add the member, or invite them to join.

Security tab

Information about the member’s security tokens can be viewed and tokens can be removed by clicking the red icon on the right.

How to find this page

Administration menu > Members > Accounts > [account]   View/edit

The panel opens on the right.