It’s good practice to ensure your members are managed well for your thriving community. Part of member management is making sure members have the correct access to content and to connect with others within the community. Admins have the ability to manage member types and members' access in the Gradual Dashboard.
Unless certain custom rules are in place for your community, when registering new users, members will automatically be Approved and have a Standard member type.
Note: If you want to restrict anyone who isn’t a member from viewing or signing up for your community, you’ll want to make your community private. Learn more about Private Communities here.
Approved, Pending Approval, and Unapproved
There are three lists of users in your community dashboard Member List. You can change the users's access level from their profile, or in bulk from the Member List.
Approved
These users can log in and access the platform to see content, events, etc. Unless certain custom rules are in place for your community, when registering new users, members will automatically be Approved and have a Standard member type.
Pending Approval
These users CANNOT log in or access the platform as members but can access any public pages.
This list is best used for users who are temporarily suspended, and their access needs to be reviewed by admins - and potentially will be approved and provided access to the community, or unapproved and remain blocked from accessing the community as a member.
User Experience when signing up or logging in: They can enter the sign-up information but will be notified that their account is pending, and will not be able to access any logged-in pages within your community.
User Experience when admin changes setting while they are logged in: They will be logged out of the browser or mobile app session. They will be unable to log back in but can access any public pages on their browser.
Some sign-up rules will mark users as Pending Approval if their domain is on the block list, or not on the allow list.
Learn more about sign-up settings here.
Unapproved
These users CANNOT log in or access the platform as members but can access any public pages. This list is best used for users who should remain suspended or blocked from accessing the community as a member and do not need to be reviewed.
User Experience when signing up or logging in: They can enter the sign-up information but will be notified that their account is pending, and will not be able to access any logged-in pages within your community.
User Experience when admin changes setting while they are logged in: They will be logged out of the browser or mobile app session. They will be unable to log back in but can access any public pages on their browser.
Users cannot be deleted from your dashboard entirely but can be marked Unapproved to restrict their access and login.
Unapproved members cannot access events on the Gradual Go event mobile app at all.
Member Types
Standard
Standard users are able to attend and engage in all features of your community.
These users:
✅ Can see & register for all events
✅ Can see and join Roundtables
✅ Can chat and submit questions during events
✅ Can join 1:1 match calls
✅ Can enroll and take courses
✅ Can see content
✅ Can comment and react to content
✅ Can join Clubs (Chapters and Interest Groups)
✅ Can see Forum posts
✅ Can post, comment, and react to posts in the Forum
✅ Can see the 'People' tab and members' profiles throughout the platform
✅ Can message other members
✅ Can see the 'Channels' tab and post discussions within
Notes:
Users must complete their profile to engage in many of the interactive elements of the community.
You can still further restrict content, users, and events even for standard users using access groups or Spaces. These groups allow you to create a subset of users and assign content or events that can only be viewed by that group of users.
Guest
‘Guest’ users have controlled access to member and event engagement across the platform. Their profiles are hidden from other members in the People tab, but they can still view other members’ profiles and send private messages. Guests can participate in community discussions and events but cannot participate in group chats.
These users:
✅ Can see and register for events based on your community’s event registration settings.
✅ Can see and join Roundtables
✅ Can join 1:1 match calls
✅ Can enroll and take courses
✅ Can see content
✅ Can see comments on content
✅ Can join Clubs (Chapters and Interest Groups)
✅ Can see Forum posts
✅ Can post, comment, and react to posts in the Forum
✅ Can see the 'People' tab and members' profiles throughout the platform
✅ Can send private messages to other members.
✅ Can see the ‘Channels’ tab and participate in channel discussions.
❌ Their profile is hidden from other members in the People tab, and on event landing pages (as attendees)
❌ Cannot participate in group chats.
❌ Can participate in event chats and submit questions during meetings and livestream events.
❌ Cannot comment on or react to content
Notes: Members assigned the ‘Guest’ member type at the community level will automatically be registered as Guests for events. Event admins can change their attendee type for individual events.
Limited Approval
Members with ‘Limited Approval’ access can join the community, view content, and attend livestream events without accessing most interactive community features. They cannot view other members’ profiles, send messages, participate in community discussions, or access event chats. This member type is useful for members who need access to community content and events without participating in member-to-member interactions.
These users:
✅ Can see and register for livestream and in-person events based on your community’s event registration settings.
✅ Can enroll and take courses
✅ Can see content
✅ Can see comments on content
✅ Can see and join Clubs (Chapters and Interest Groups)
✅ Can join livestream events but cannot access the chat or Q&A panels, send livestream messages, or use emoji reactions.
✅ Can be assigned as a moderator for livestream events.
❌ Cannot see the 'People' tab and members' profiles throughout the platform
❌ Their profile is hidden from other members in the People tab and throughout the platform
❌ Cannot register for or attend meeting-type events.
❌ Cannot comment on or react to content
❌ Cannot access the ‘People’ tab or view other members’ profiles.
❌ Cannot access Messages, Channels, Match, or Roundtables.
❌ Cannot see or participate in Forum discussions.
Notes: Members assigned the ‘Limited Approval’ member type at the community level will automatically be registered as Attendees for events. Event admins can change their attendee type for individual events.
💡 Pro Tip: Customers will often use the Limited Approval member type for competitors, or a read-only mode for users that should not be permitted to interact or view others on the platform.
Note: If you are looking to give Admin access to a member, this happens in the Permissions tab on the Gradual dashboard menu.
Managing and changing member approval and Member Type
From Gradual dashboard, you can select Members and the Member List. From there, you will see all the Approved members, all Pending users, and all Unapproved users.
You can bulk update member types in the dashboard by following these steps.
Using the action buttons in the list or directly from a member’s profile, you can approve, unapprove or mark users pending.
Note: If you unapprove or mark a user pending the user will be immediately logged off the platform and be required to log in again for the change to take effect.
You can also manage Member Type within this list or directly from the member’s profile. Once you update the member type, be sure to hit “save” to save your change.
💡 Pro Tip: We recommend you check your Member List regularly to ensure no one is stuck in ‘Pending’ status, especially before an event.
