Board member can't see member details
You’re in the Board portal and you selected a metric card or a row in the financial summary, expecting to see which members are involved — but you only see aggregate counts and no names.
What’s happening
Section titled “What’s happening”This is by design. The Board portal shows aggregate totals only — counts, revenue figures, and trend data — without any path to individual member names, email addresses, or personal payment details.
When you select a card (for example, Overdue renewals), an aggregate panel opens: “27 overdue renewals — count only, no names.” This is the Board portal’s intended behavior, not an error or a missing permission.
See How the board view protects member privacy for a full explanation of why the board view works this way.
How to fix it
Section titled “How to fix it”- Confirm this is the Board portal (the navigation shows Dashboard / Reports / Compliance / Help) and not the admin view. The Board portal always shows totals only — this is correct behavior, not an error.
- Ask your admin to handle any request for a member record. Board pages never show those details.
- If you also have an admin role, sign in as an admin and open
/admin/dashboardor/admin/reports. The Board page has no View as admin button.
If that didn’t work
Section titled “If that didn’t work”If the Board portal isn’t loading at all (not just the member-level detail), contact your admin. Your account may not have a Board Member role assigned, or there may be a setup issue.