Managing Members

Learn how to invite, manage, and support your members effectively.

Viewing Members

Go to Admin → Members to see your member list.

The members table shows:

• Name and email
• Role (Owner, Admin, or Member)
• Tier/subscription status
• Join date
• Last active date
• Guest Usage — Sortable column showing how much AI usage each member's shared agents have consumed

Guest rows are automatically filtered out of the main members list to keep it focused on actual members.

Search and Filter

Use the search bar to find members by:

• Name
• Email address

Filter by status:

• Active - Current subscribers
• Past Due - Payment failed
• Cancelled - Subscription ended

Inviting Members

Single Invite

1. Go to Admin → Members
2. Click Invite Member
3. Enter their email address
4. Select a tier
5. Click Send Invite

The member will receive an email with:

• Invitation to join your app
• Link to complete signup
• Instructions for payment (if applicable)

Email Whitelist

You can also pre-approve emails so people can sign up on their own:

1. Go to Admin → Members
2. Click Whitelist
3. Add email addresses
4. When those people sign up, they're automatically approved

You can combine invite + whitelist — invite a member and whitelist them at the same time so they can sign up without waiting for approval.

What Happens Next

1. Member clicks the invite link (or signs up if whitelisted)
2. Creates their account
3. Completes payment (for paid tiers)
4. Gets immediate access

Free Tier Members

If you have a free tier, members can join without payment. Great for lead magnets or trial offers.

Member Lifecycle

New Member Journey

Invite Sent → Account Created → Payment Complete → Onboarding → Active Member

Subscription States

Status	Description	Member Access
Active	Subscription current	Full access
Past Due	Payment failed	Limited access (grace period)
Cancelled	Subscription ended	No access
Paused	Temporarily paused	No access

Managing Individual Members

Click on a member's row to see their details:

Member Profile

• View their activity history
• See their subscription details
• Check their AI chat usage

Actions You Can Take

1. Change Tier - Upgrade or downgrade their subscription
2. Cancel Subscription - End their membership
3. Refund - Issue a refund (through Stripe dashboard)
4. Remove - Remove them from your app entirely

Be Careful

Removing a member is permanent. Their data will be deleted.

Member Communication

In-App Support

Members can contact you through Admin → Support:

• They submit tickets
• You respond in the God Dashboard (Support tab)
• They see a notification badge when you reply

Best Practices

Onboarding

1. Welcome message - Send a personal welcome via support or community
2. Orientation content - Create a "Start Here" course
3. Quick wins - Help them get value immediately
4. Check-in - Follow up in the first week

Engagement

1. Regular content - Keep adding value through courses/community
2. AI optimization - Improve your AI responses based on questions
3. Community building - Encourage member interaction
4. Events - Host live sessions or Q&As

Retention

1. Monitor activity - Check for members who haven't logged in
2. Re-engagement - Reach out to inactive members
3. Feedback loops - Ask for and act on feedback
4. Value delivery - Continuously demonstrate ROI

Handling Cancellations

When a member cancels:

1. They receive a cancellation confirmation email
2. Access continues until the end of their billing period
3. After that, they lose access to:
   • AI Chat
   • Classroom courses
   • Community features

Win-Back Strategy

Consider offering:

• Discounted rate to return
• Pause option instead of cancel
• Exit survey to understand why they left