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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.

  • You need at least one member record in your organization.
  1. In the left sidebar, select Members to open the member list.
  2. Select the row for the member you want to view. Their detail page opens.
  3. The page header shows the member’s name, their current status badge, and how long they’ve been a member.
  4. Select a tab to see different kinds of information:
    • Overview — contact fields, 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.
    • Admin — admin-only fields and consent history. This tab is only visible to admins whose role gives them access to admin-only fields.
  5. On the Overview tab, select Manage email routing to view or change where different types of email go for this member.
  6. To add or remove a tag, select the Add tag button in the Tags section, or select the × on an existing tag chip.

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.

  • “Member not found or couldn’t load” — the record may have been deleted or you may have followed a broken link. Select Back to members to return to the list.
  • 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.
  • The Admin tab isn’t visible — your admin role may not include any admin-only field permissions. Contact your org owner if you need access.
  • The record shows an “archived” banner — the member has been archived. Select Restore in the banner to make the record active again.