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Viewing Member Profiles

Member Jungle offers a complete overview of how your members and account holders are using and interacting with your site in a Member Profile pop-up that includes demographic details, notes, membership info, sent emails and more.

To view a member's profile, you need to ensure that you have the appropriate Membership module permissions, as some navigation options may be hidden on your end.

To get started, navigate to Membership from the top navigation. To find a member, you can use the search field or Advanced Search.


You can also access a user's profile through the Security Module, Events Module, and Online Store. These profiles may not have membership but will appear in a similar format.

There are lots of different aspects of a member's profile you can see from here including:

Account Information

The Account Information tab displays the member’s profile picture, tags, and demographic details. You can also send a password reset by clicking the "Reset Password" button in the bottom right corner.

You can also click on the small profile picture to see an enlarged version.

Against the email field, you can see if a member has muted emails. As an administrator, you can turn this setting on or off by clicking the email icon next to the email address. Any changes made by the administrator or member are recorded in the Notes tab. Unsubscribe Email

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 The buttons located at the bottom section of the Account tab are as follows: 

  • Edit Account – Editing the account will redirect you to another tab that displays standard demographic fields only. To edit membership fields, please see here. View Membership Data

  • Enable/Disable 2FA – You can enable or disable 2FA on behalf of the member. However, if the member has admin module permissions, the system will require the member to enable 2FA.

  • Member QR Code – Displays the member’s QR code.

  • Send Login Link – The system will send a single-use login link that expires after 1 hour. This can be used for members who are having trouble accessing their accounts.

  • Reset Password – The system will send a unique password reset link that expires after a set period of time.


Notes

In the Notes tab, you can view all recorded activities related to the member, such as renewal notice emails, payments, logins, changes in membership expiry dates, addition or removal of tags, and more.

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  • To add a note, click “Add a new note” link located to the top left of the popup window.
  • Give your note a Title and Message and choose to upload a file if required before clicking “Save”.
  • You can insert the date range as to filter the notes or use a keyword search field. 

Notes: This area will show all member activity i.e.

  • a password change. 
  • if they have locked themselves out of their account. 
  • incoming and outgoing messages. 
  • event registration and attendance. 
  • failed online payments. 
  • as well as if they have contacted you via the "Contact" icon on the mobile app.

It is a great way to see what your member has been doing on the system and audits most interactions automatically.

Memberships

As an administrator, you can see all membership levels that a person is a member of:

  • you can also click "Details" and see and edit all of the member details. 
  • download the member card. 
  • download the member certificate. 
  • view all member form submissions (so all application form submissions past and present). 

Secondary Members

Administrators can view and add secondary members (up to the product limit) for primary members. 

Datasets

Admins can view all the datasets against the member by clicking the 'eye' icon. 

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Engagement

This tab shows you how engaged your members are with your club based on the engagement metrics.

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Events

View all events, attendances and registration details. You can use the date range field to filter the events or the keyword search field. 

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Emails

View all emails sent to a member or user, and send emails directly from this area. You can filter emails by date or subject keyword for easier searching. This tab also displays the types of emails the member has muted. To see detailed information about muted emails, simply hover your mouse over the 'i' icon.

Admins have the option to manually opt-out members from emails by toggling the switches.

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Catalogue Orders

View all catalogue orders and invoices. 

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CPD Logs

Administrators can see all CPD Activities logged against a member record. 

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Courses

Administrators can view all course details for each student, including if they have completed the course, including marks, certificates, and registration details.

Payments

The Payments tab displays all payment and refund invoices for Events, Store, Courses, and Membership payments. You can view and download invoices from this section. Cancelled or refunded orders are shown as crossed out. Use the date range field to filter the data. 

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Login

This tab shows when and how often your users are logging in and using your membership system. You can enter the date range or use the keyword search field that you would like to view.

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Permissions

This tab displays the member's role and permissions. Click the icon to view additional details about their permissions.