You can now edit members in bulk. Bulk actions include adding or removing member tags, deleting members archiving members or removing from a level.
Bulk Editing Your Members
Easily update multiple member accounts at once using the bulk edit feature. Available actions include archiving members, applying tags, updating expiry dates, removing members from levels, and permanently deleting accounts.
To begin, use the Advanced Search to filter your member list on the dashboard. Once filtered, click the checkbox icon at the top right of the dashboard to select all members in the list. You can manually deselect any members who should not be included in the bulk update.
Onced ticked, the available bulk actions will be displayed and show the number of account selected.
Archived Members: After selecting members, the system will display a summary of the outcomes when members are archived. The 'Archive Members' button is initially grayed out and will become clickable after a few seconds to help prevent accidental actions.
Please note that bulk unarchiving is not available—members must be unarchived individually.
Tag Members: This action allows you to either apply or remove tags from selected members. Once you’ve made your changes, click the Update button to save the changes.
Change Expiry Dates: This action updates the expiry dates of the selected members. Please note that if a selected member is a primary member, their secondary members will automatically inherit the new expiry date.
Remove from Level: This action removes the selected members from their current membership level, which will also revoke any permissions associated with that role. Click the Remove from Level button to confirm the action.
Permanently Delete Members: This action can only be performed on archived members. If the selected members are not yet archived, you will need to archive them first before they can be permanently deleted from the system.
When you choose to bulk delete archived members, this pop-up screen will appear. Please carefully follow the instructions provided on the page before proceeding with the deletion.
