Managing members

The members area gathers everyone who joined your community into one list. From here you change roles, approve join requests, invite your audience to Gathin, and remove someone when you need to.

The member list

The Members page in your admin panel has two tabs: Members and Pending Requests. When requests are waiting, their count shows beside the tab.

On the Members tab everyone is listed with their tags and role. When you type a name into the Search members box at the top, the search looks through everyone who has joined your community, not only the people already loaded on screen. Someone far down a long list still turns up.

The download icon to the right of the tabs exports the list as an Excel file. Export all downloads the whole member list, not only what you have scrolled to; Customize export lets you pick which columns go into the file. If you have searched, the file holds that search's results.

On a phone

On a phone each member is one row with their name, email and role. Tap a row and Member Details opens full screen: their tags, member type, the admin switch, and the Remove User button are there.

Roles

Every member has one of three roles:

• Owner: The person who created the community. They have every permission and cannot be removed from the list.
• Administrator: Can manage the community and its events.
• Member: Someone who has joined the community.

To make someone an admin or take that away, turn the admin switch on their row on or off, then confirm in the window that opens. The owner's role cannot be changed.

How many admins your plan allows

How many people can manage your community depends on its plan, and the owner counts toward it:

• Free: the owner only.
• Pro: up to three people, owner included.
• Premium: no limit.

When you reach the limit, a note above the list says so, and its button takes you to the plan that raises it. Taking admin away is always allowed. If you move to a lower plan, nobody loses admin automatically, but you cannot add a new admin until you are back under the limit.

Approving join requests

If your community is private, people who want to join collect first in the Pending Requests tab. Each request has Approve and Deny buttons. When you approve, the person moves into the member list; when you deny, the request closes.

Removing a member

To remove someone from the community, use the trash icon on their row. The window that opens shows the person's photo and name so you do not remove the wrong one; press Remove and they leave the list. The community owner cannot be removed.

Gathin does not have a separate permanent block list. Someone you remove can rejoin if they are invited or approved again. In a private community, if they want back in, they have to send a new join request, and approving it is up to you.

Working with several members

Select several members with the checkboxes at the start of their rows and a bar appears at the bottom of the screen. From there you can change the tags of everyone selected with Edit Tags, export only the selected people to Excel, or use the three-dot menu to Make admin or Remove User. Clear drops the selection.

Tagging members

Use the tag field on a member's row to give them a tag or create a new one. For more on tags and segments, see Segments.

Inviting your audience to Gathin

You can tell people who know your community from elsewhere that you are on Gathin now. Press the invite icon (Invite people) to the right of the Members tab.

1. Under Add contacts, enter people by hand on Manual, or upload an XLSX, XLS or CSV file on Spreadsheet and choose which column holds the first name, last name, phone and email. Pasting rows straight from a spreadsheet works too.
2. When you add them to the list, anyone already on Gathin or already invited is skipped, and you are told how many were added and how many skipped. The Invite list shows where each person stands: Pending, Sent, Joined, or Declined.
3. Before sending, use Preview to see what the email will look like.
4. Press Send invites, confirm that you have a lawful basis to email these people, and send. The invites are queued and go out within the hour.

Each person gets this email once and only once. When you add more people later, press Send invites again; it does not go back to anyone already invited.

The invite report

The Report button at the top right shows what the email did: how many people were queued, how many it was sent to, how many opened it, and how many clicked. Below that you can filter people by status. Refresh updates the figures, and Invite list takes you back to the list.