The member profile area (formerly referred to as "users") is where you can view all members in your account, inspect their individual activity, track their engagement and EP, and manage their product access.
Step 1: Access the Member List
In your admin dashboard, click on Members in the left side menu.
Select List (clicking on Members will also automatically populate to this page).
View the overview of all the members currently in your account.
Step 2: Sort, Search, and Export Members
Sorting Members
You can organize your list using the drop-down menu options:
All Members: View the complete list of account members.
By Product: Filter the list based on which product people have access to.
By Sign-up: Sort members according to when they signed up.
Depending on if you have All Members selected or you're sorting based on a specific product, you'll have a second sorting option:
By Engagement: Sort by who has the most engagement overall in your account. Available under the All Members list.
By Completion: View members ordered from highest completion to lowest (from 100% downward). Available under specific products.
Searching for a Member
Use the search bar to locate specific members with the following guidelines:
Search by first name OR last name (currently, you cannot search for both first and last name together).
Search by email address.
Exporting Member Data
Click the Download CSV button and follow the prompts if you need to export member data or manage member access via CSV.
Step 3: View and Edit Member Profile Details
Locate the member you wish to edit in the list.
Under the Action column, click the pencil and paper icon.
Top Overview: Review the member's current product access, their progress, and their total EP earned (this top area is for viewing only).
Edit Details: Scroll to the profile fields to make any needed updates:
First Name (editable)
Last Name (editable)
Email Address (editable by both the member and the admin)
Password (can be reset from here)
Note: The number of EP displayed in this section is not editable here.
Step 4: Manage Product Access
In the member profile, scroll down to the Products section.
Click the section to toggle it open.
Grant Access: Check the box next to the product you want to grant.
Revoke Access: Uncheck the box next to the product you want to remove.
Click Save Member to apply your changes.
Tip on Deleting Members: An option to delete the member exists at the very end of the profile page. However, it is recommended to simply uncheck product access and click Save Member instead of deleting, as outright deletion permanently deletes all of that member's data.
Step 5: Review Additional Member Activity and Data
While inside the member's profile, you can scroll down to inspect additional information:
Quiz Answers: View the date the member answered, their submitted answer, and any associated actions taken.
Payments: See payment records including payment date, amount, member, product or offer purchased, and payment type.
EP Breakdown: Review EP earned per product, as well as EP gained through posts and comments.
Activity Log: Check how members entered the product or interacted with your account (e.g., logins, sign-ups, admin manual additions, free sign-ups, webhooks, purchases, or actions triggered by other products).
Actions Log: Located directly below the Activity Log when applicable; displays actions completed by the member (such as signing up for one product triggering an action to add them to another product).
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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).