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Site Members

Managing your site members

Site Members: Managing Your Members

13 min

In this article

Understading your members' status
Creating a new member
Viewing and engaging with a member
Managing your site members
FAQs

View and manage your site members directly from the dashboard. The members in your member list include anyone who joined your site's members area, and includes the details they entered upon signup. When viewing your member list, you can make changes to your members' information, assign roles and give badges.

A screenshot of the site members tab in a Wix site dashboard

Understading your members' status

Understanding your members' status helps you manage your site community more effectively. Site members are all the people who currently have access to your members area. The Pending status shows member requests that are waiting for your approval. Blocked members are those you’ve restricted from accessing your members area, while Reported members are individuals who have been flagged by others for review. These statuses help you keep track of activity and maintain a safe, welcoming environment for everyone on your site. You can filter your contacts list to see only your site members.

Creating a new member

You can turn existing contacts into site members when you want to give certain contacts access to member-only areas or features. Choose which contacts to upgrade, or create new ones, and invite them to join your site as members in just a few steps. Your new members will receive an email asking them to create a password for their new account on your site.

To create a new member:

Go to Contacts in your site's dashboard.
(Optional) Create a new contact or Import contacts.
Click the More Actions icon at the top of the page.
Select Set contacts as members from the drop-down menu.

Select the checkboxes next to the contacts you want to set as members.
- Use the Select all checkbox to choose all available contacts at once if needed.
- Filter contacts by labels or search for specific contacts using the search bar.
Click Set as Members.

Viewing and engaging with a member

The member card provides various actionable options to manage and interact with your site members. Edit members' profiles, add labels, segments, orders and more. These options allow you to stay organized, track interactions, and complete tasks.

Dashboard

Wix app

Live site

Go to Site Members in your site's dashboard.
Hover on the relevant member.
Click View.
Choose what you want to do next:
- Click Send Message to contact the member via Wix Inbox.
- Click the Edit Contact icon to edit the member's details.
- Click More Actions and choose what you want to do next:
  - Add Note: Create a private note for you and your team about the member.
  - Add Task: Assign tasks related to the member, such as reminders to follow up or send a price quote.
  - Create Price Quote: Generate a personalized price quote for the member’s requested product or service to send as a proposal.
  - Create Invoice: Send an invoice to the member to request payment for your products or services.
  - Delete: Permanently remove the member from your contact list.
- Select a tab and choose what you want to do next:
  - Overview
    - Click Add Task to create tasks and reminders.
    - Click Assign Labels to group members based on their relationship with your business.
    - Click Manage Segments to group members using conditions defined by you.
  - Inbox: View and send messages to the member.
  - Notes: Click Add Note to create a private note for you and your team about the member.
  - Invoices: View invoices relevant to the member.
  - Orders: View orders relevant to the member.

A screenshot of the site members actionable items in a Wix site dashboard

Managing your site members

View detailed member information, such as email, roles, and labels, and take actions directly from the dashboard, including editing details, changing login emails, assigning, or managing roles, and creating invoices. You can also mute or block members to maintain a positive community environment. Use filters and search tools to quickly organize and find specific members.

Dashboard

Wix app