View a member record in detail

This guide shows you how to open a member’s full record and navigate the information it contains.

Who can do this: Any admin with access to the member database.

Before you start

You need at least one member record in your organization.

Steps

In the left sidebar, select Members to open the member list.
Select the row for the member you want to view. Their detail page opens.
The page header shows the member’s name, their current status badge, and how long they’ve been a member.
Select a tab to see different kinds of information:
- Overview — contact fields, the member’s custom field values, email routing, contact roles, and tags.
- Activity — a timeline of everything this member has done with your org.
- Household — their household link, if one exists.
- Credit — grant or deduct account credit, if you can manage billing. See Grant or adjust a member’s account credit for the current balance-view limits.
- Giving — donation totals and history, if you can view donations.
- Admin — consent history. Admin-only custom field values are on the Overview tab, not here.
On the Overview tab, select Manage email routing to view or change where different types of email go for this member.
To add or remove a tag, select the Add tag button in the Tags section, or select the × on an existing tag chip.

Custom field values

The Overview tab shows the member’s custom field values in two sections below Profile:

Custom fields — the fields members can see. Each field shows its name and the member’s value, in the order set in Settings → Member fields. If your organization has no member-visible fields, this section reads “No member-visible custom fields.”
Admin-only fields — marked with a lock icon and the note “Members can’t see these fields.” This section appears only when your organization has admin-only fields.

A field with no value shows “—”. Choice fields show the option’s name, checkbox fields show “Yes” or “No”, and dates show as a calendar date. File and image fields show a Download file or View picture link that opens in a new tab.

Sensitive and hidden values

A field marked as sensitive doesn’t show its value until you ask. If the member has a value, it appears as “•••••• (sensitive)” — with a Reveal button if your role includes the Reveal sensitive field values permission; if not, it shows “—”. Select Reveal to see the value, and Hide to cover it again. Each reveal is recorded in the audit log (who, which member, which field and when — never the value), and revealing again records it again. You need the Reveal sensitive field values permission as well as permission to read member records, and the member must be one you can see; without it the value stays hidden and there’s no Reveal button. If MapleGather says “You don’t have permission to reveal this value.”, ask an admin who manages roles; if it says “This value is no longer available. Refresh the page.”, the field was removed or moved to a category your roles don’t include. A member contact export contains a sensitive field’s values only when you choose that column yourself.

A value whose field definition can’t be found is also hidden. It’s listed in Admin-only fields under its internal name, marked “(unrecognized field)”, with the value shown as “•••••• (hidden)”. When that happens, the section’s note reads “Members can’t see the admin-only fields. Fields we couldn’t identify are listed here too.”

Fields hidden by your role

Every custom field has a field category, and you see only the fields in categories your admin roles include (every admin sees General fields). A field in another category doesn’t appear on the record at all — not its name, its value or its category. Instead, the Custom fields section ends with a line such as + 2 fields hidden by your role, so you know the record has fields you can’t see. The line doesn’t appear when nothing is hidden.

Admin-only fields aren’t grouped by category yet; they’re listed together in Admin-only fields.

Organization records show the same Custom fields and Admin-only fields sections, below the Organization card.

Fields that are unavailable

A missing primary email appears as “No email on file.” Postal address is not available on this view yet.

When the member is linked to an employer organization, the Employer card has a View organization link. Opening an organization record shows its organization detail view instead of this person view.

Verify

You’ll know you’re in the right place when the page shows the member’s name as the page heading, with their status badge next to it.

If something goes wrong

“That page doesn’t exist, or you don’t have access to it.” — the record couldn’t be loaded: it may have been deleted, you may have followed a broken link, or your role can’t view member records. Select Back to home, then open Members from the sidebar.
A tab shows an error — if the Activity or Household tab fails to load, the rest of the record still works. Select Try again inside that tab.
“Custom field labels couldn’t be loaded” — MapleGather couldn’t load your organization’s field names, or your role can’t view custom field definitions. The alert reads “This member’s custom field values are hidden and listed under their field keys in Admin-only fields.” Each value is listed there under its internal name as “•••••• (hidden)”, with the note “We couldn’t confirm which fields members can see, so they’re all listed here.” If the member has no values, the section reads “No custom field values.”
A custom field you expect isn’t on the record — it’s in a field category your admin roles don’t include. The “+ N fields hidden by your role” line counts it. Ask an Org Owner to add that category to your role if you need to see it.
The record shows an “archived” banner — the member has been archived. Select Restore in the banner to make the record active again.