View, add, import, and remove chapter members from the Members list. CSV import does not send onboarding or scheduled member-join emails. Those emails fire when someone uses the chapter Join button, or when you add a member through the Bevy API.
Members List
The members list provides chapter organizers with an overview of all members, displaying essential details to facilitate efficient member management. The following information is included for each member:
- Name: The name of the chapter member.
- Email: The email address associated with the member's account.
- Date joined: The date when the member joined the group.
- Events registered: The number of events the member has registered for.
Personally identifiable information (PII) such as email addresses is hidden from chapter team members by default. Admins can view PII. Contact Bevy Support to add member PII permissions to team roles.
Chapter Member Management
Chapter organizers can take these actions from the members list.
View Profile
Select the view icon to open a member’s profile. The profile can include:
-
Personal information
- Time zone
- Role — whether the user has an active (user), inactive, or prospective user role
- Member since — the chapter join date
- Industry
- Events — the last two events the member registered for
- Events registered — the number of events they registered for in the chapter
- Checked in — the number of chapter events they checked in to
- Group events — the number of events they registered for across the community
- Total spent — the amount spent on paid events
- Memberships and subscriptions — other chapters they joined and newsletters they subscribed to
- Socials — social media links
- Interests
Delete Member
Remove a member from this chapter’s member list. Removing someone from a chapter does not delete their user account on the site.
Add chapter members
Add members one at a time, or import them in bulk.
Add individual members
Select Add chapter member on the members dashboard. Search for an existing user, or create a new user and add them to the chapter.
A new user has a prospective role until they create a login. Learn more About prospective users.
Import Members via CSV
Bulk-add members by importing a CSV file. Format the file as email, first_name, last_name . An example template is available in the import member popup.
After the import finishes, the organizer who ran it can receive a confirmation that the chapter members were updated. That confirmation is for the organizer. It is not an onboarding email to the people in the file.
Do imported members receive onboarding emails?
CSV import does not send onboarding or scheduled member-join emails to the people in the file. Those emails fire when a person joins with the chapter Join button. They also fire when you add a member through the Bevy API .
Do not use CSV import if new members need welcome, onboarding, or other scheduled member-join emails. Use the chapter Join button, or add members through the API.
| How the member is added | Sends onboarding or scheduled member-join emails |
|---|---|
| CSV import from the chapter Members list | No |
| Chapter Join button | Yes |
| Add an individual member in the dashboard | Yes |
| Bevy API create-member request | Yes, unless the request turns those emails off |
If sending emails to new members is part of your workflow, add them through the API instead of a CSV file. See Bevy API Reference.