Managing members

When you first click on the “Manage Members” tab, you’ll automatically see the page that allows you to manage members individually. To view and edit details on a student’s account or allot export credits:

1. Click on a person’s name.
2. Edit any of the information that needs to be changed.
3. Click “Save”.

You can also update more than one student at once by clicking the checkboxes next to multiple names. Any information that can be edited for all students at once will be displayed on the right.

Searching for specific people

At the top of your list of members, there is a search bar. Enter a person’s name, email address, graduation year, or label and click “Go” to find people who match that search.

To perform a more advanced search, click on the button that says “Search for”. This allows you to narrow your search by more specific parameters like account type and information type, and you can sort your results by several criteria. Once you’ve selected your advanced parameters, enter your search terms and click “Go”.

To close a search, click the “x” on the right side of the search bar.

Tip: To see all members of a specific account type, select that account type in the “Search for” menu, and click “Go” without entering any search terms.