Member Management

warning

Some of this may or may not be applicable to the version that is installed on the site you are working on. So please be aware that this is still a work in progress.

The Members sub-tab would show a list of the Members that are part of the Team. By default if you have not invited or added any member a message.

While the sub-tab would show a list of the Pending Invites that has been sent.

Once there are members under the Team, the Owner or Manager will have the option to Set members as Managers or Demote members to member. They could also Delete a member as well as Manage a Member's info.

The Manage button will open a Tab that will show the member's details and let the Owner or Manager change the member's name as well as Set the member as Managers or Demote members to member.

MemberSync allows quick access for a Team Owner to quickly add members via Import CSV, via Registration Link or Add Member.

Add Members via Import CSV

Owners and managers have the ability to send multiple invitations to members through CSV upload.

This action will prompt a modal where the Owner or Manager can:

1. Download the CSV template.
2. Fill out the necessary fields in the CSV Template, including First Name, Last Name, Email and Role (where "manager" or "member" are the only accepted roles, in lowercase), while team_id is optional.

info

Here is an example of a CSV File

The "team_id" field is optional, allowing it to be left empty to be applicable to any team it is being uploaded to. Alternatively, it can be filled out with the specific team_id it needs to be uploaded into. Valid Team IDs for Teams can be obtained in a few ways. One way is to find it in the URL of the page, while another method involves navigating to the Admin Side, going to WooCommerce > Membership > Teams, editing the Teams, and checking the ID in the URL.

3. Save and upload the filled out file.
4. Owners and Managers can choose to exclude users who are already members.
5. Owners and Admins also have the ability to control whether Members that are added on the CSV are Automatically uploaded as Members or they will get an Invite email which members have to accept.

info

The default behaivior of the Teams CSV Upload can be set on the Admin side on Settings > MemberSync > Settings > Front-end CSV members import behavior for non Owner and Admins

Add Members via Registration Link

1. A Registration Link could be sent to users if Owners want to use that instead to invite them. You just have to click the Invite Link button found on the right.
2. This will open a modal where an Owner can either copy the link for sending or regenerate the link if Owners prefer
3. Owners now have the choice as to what medium they want to send the link to their Members
4. Once a Member has opened the link they will be shown either a registration form or if they already have an account and they are just getting invited to another Team then they could just directly login.

tip

Owners have the option to change the Registration privacy policy through the Admin side by going through WooCommerce > Settings > Account & Privacy > Registration privacy policy setting.

5. After successful registration, the invitee should automatically be logged in and redirected to the default or a custom path

tip

Custom redirection path can be achieved by adding the code below to the functions.php and changing the home_url to your custom path. The code uses the Invitation Filters called wc_memberships_for_teams_join_team_redirect_to for the redirection.

/**
 * Redirect link when you join the team
 */
function custom_team_join_redirect( $redirect_to ){
	$redirect_to = home_url('/group-dashboard/');

	return $redirect_to;
};

add_filter('wc_memberships_for_teams_join_team_redirect_to', 'custom_team_join_redirect', 9999, 1);

6. The invitee should now have access to the course/s
7. They could also have access to the Group if the Product is Synced to a Group Via MemberSync or done Manually

Add Members

Its possible to Add Members from different parts of MemberSync such as via the Add Members button on the cards shown here or through the Home Tab's Add Member button or through Members Tab's

But which ever way you chose to Add Member, it would always open the same modal below. Where the Owner or Manager can fill out the form and have the option to add more.

An Admin will have a choice to either Automatically add after submitting the form or to Send an invite email first that Members have to accept. The default of this feature for non-Admin role could be handled through the MemberSync's Front-end CSV members import behavior on the Setting page.