Member Management¶
Complete Guide to Managing Members¶
This guide covers all aspects of member management in PulseRoster.
Viewing Members¶
Navigate to Members to see all community members.
Search and Filter Options¶
| Feature | Description |
|---|---|
| Search | Find by name or Discord username |
| Status Filter | Active, Inactive, Suspended, Terminated, On LOA |
| Sort | Order by various criteria |
Adding a New Member¶
- Click Add Member
- Enter their details:
- Discord ID or search by Discord username
- Display Name (optional override)
- Optionally assign them to a department immediately
- Click Create Member
Member Profile¶
Click on any member to view their full profile.
Profile Information¶
| Section | Contents |
|---|---|
| Identity | Discord avatar, username, display name |
| Status | Active, On LOA, Suspended, etc. |
| Join Date | When they joined the community |
| Community Roles | Assigned community roles |
Department Assignments¶
- Primary department with current rank
- Secondary departments (if applicable)
- Assignment status and callsign
Quick Actions (Staff Only)¶
| Action | Description |
|---|---|
| Edit Member | Update basic information |
| Assign to Department | Add department assignments |
| Manage Certifications | View and award certifications |
| Issue Disciplinary Action | Create disciplinary records |
| Award Commendation | Recognize achievements |
| Request LOA | Submit leave on their behalf |
| View Notes | Access staff-only notes |
Editing a Member¶
From the member profile, click Edit to modify:
- Display name
- Status (Active, Inactive, Suspended, Terminated)
- Custom field values
Department Assignments¶
Primary Department¶
Every member should have one primary department assignment. This is their "main" role.
- Go to member profile > Assign to Department
- Select the department
- Choose a rank
- Set callsign/badge number (optional)
- Check Primary Assignment
- Click Save
Secondary Departments¶
Members can hold positions in multiple departments:
- Follow the same steps as primary assignment
- Leave Primary Assignment unchecked
- The member will appear in both department rosters
Transferring Departments¶
To transfer a member between departments:
- Remove their current assignment
- Create a new assignment in the target department
Member Notes¶
Staff can add private notes to member profiles for documentation purposes.
Adding a Note¶
- Go to member profile > Notes
- Click Add Note
- Enter your note content
- Click Save
Note Visibility¶
Notes are only visible to staff members and are timestamped with the author.
Member Status¶
| Status | Description | Access |
|---|---|---|
| Active | Normal active member | Full access |
| On LOA | Currently on approved leave | Limited access |
| Inactive | Marked as inactive | Preserved history |
| Suspended | Temporarily removed from duty | No access |
| Terminated | Removed from community | No access |
Changing Status¶
- Go to member profile
- Click Edit
- Select new status
- Save changes
Bulk Import¶
Import multiple members at once via CSV.
Accessing Bulk Import¶
Go to Settings > Import
CSV Format¶
discordId,displayName,email
123456789012345678,John Smith,[email protected]
234567890123456789,Jane Doe,[email protected]
Import Process¶
- Prepare your CSV file
- Upload or paste the data
- Preview and validate
- Configure target department and rank
- Execute import
Quick Reference¶
Member URLs¶
| Page | URL |
|---|---|
| Members List | /c/[slug]/members |
| Member Profile | /c/[slug]/members/[id] |
| Import | /c/[slug]/settings/import |
Required Permissions¶
| Action | Permission |
|---|---|
| View members | All members |
| Add members | member.create |
| Edit members | member.edit |
| Delete members | member.delete |
| View notes | Staff role |
Need help? Join our Discord Community for support.