Member Management

What do I know how to manage my members?

1. Setup section

• Use Setup to prepare member profiles. You can move them to Active by sending an invitation to join Givsum, sending an invoice or editing a member’s status.
• Next to the member, there is an expiration date for when you send the invite or invoice by.

2. Active section

• Clicking on the “…” button will allow you to edit, send an invoice to, or remove a member.

3. Former section

• You can resend an invite to a former member.
• Clicking on the “…” button will allow you to edit, send an invoice to, or remove a member.

4. Downloading a CSV

• Click the “Download” button at the top right of the page.