Managing Members

The Members section of the admin dashboard is where you manage the people in your organization. You can add members manually, approve pending sign-ups, assign membership types, and deactivate members who leave.

Viewing your members

1. Click Members in the sidebar.
2. You’ll see a table listing all active members with columns for name, email, membership type, status, and join date.
3. Use the Search box to filter members by name or email.
4. Click a column header to sort the list.
5. Use the pagination buttons at the bottom to navigate through pages.

Adding a member

1. On the Members page, click the Add Member button.
2. Fill in the member details:

Field	Description
First Name	Required.
Last Name	Required.
Email	Optional. Used for auto-linking when the member signs in.
Phone	Optional. Also used for auto-linking if email is not available.
Membership Number	Optional. A custom identifier for the member (e.g., a club ID).
Membership Type	Optional. Select a type defined in your organization (e.g., “Rotarian”, “Friend”).
Join Date	Optional. When the member joined.

3. Click Create to save the member.

Members created by an admin are immediately active — they do not go through an approval workflow.

Editing a member

1. Click a member’s name in the list.
2. Update any field on the member detail page.
3. Click Save.

You can also toggle a member’s Active status on this page to deactivate them without deleting.

Approving pending members

If your organization has approval required enabled, new members who sign up are placed in a Pending status until an admin approves them.

Pending members appear in the members list with a Pending badge. You can approve them in two ways:

• From the list: Click the Approve button next to the member’s name.
• From the detail page: Review the member’s information, then click Approve.

When you approve a member, a welcome email is automatically sent to them.

Rejecting a member

On the member detail page, click Reject to deny a pending member. Rejected members are removed from the members list.

Membership types

Membership types let you categorize members into tiers (e.g., “Full Member”, “Associate”, “Student”). These types are used for:

• Pricing rules — Different ticket prices for different membership tiers.
• Guest limits — Some event types allow different numbers of guests per tier.

Manage membership types from the Settings section or from Event Types.

Auto-linking

When a member signs in to your website for the first time, Seva automatically links their account to their member record. The system matches by email address first, then by phone number. This means you can import your member list and members will be connected to their accounts as they sign in — no manual linking required.

Deleting a member

1. Click the Delete button on the member detail page (or in the members list).
2. Confirm the deletion.

Deleting a member deactivates their record. They will no longer appear in the members list or be able to register for events.

Next steps

• Managing Events — Create events and set up tickets
• Tickets — Configure ticket types and pricing rules
• Registrations — Track who’s registered for your events