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Members Admin Guide

Purpose

Manage member accounts, memberships, subscription payments, and functionary roles.

Member Accounts

Most people register themselves at /members/signup/. Those signups land in the admin as inactive users; review their details and activate them once payment/eligibility is confirmed. Only use the manual “Add member” flow below when you truly need to create an account on someone’s behalf.

  1. Go to Members › Members (/admin/members/member/).
  2. Add member:
    • Fill in username (letters/underscore/hyphen only), contact details, membership type, and optional groups.
    • Set a temporary password. Tick Send email if you plan to notify the member manually (system does not send the password automatically).
  3. Edit member:
    • Update contact info, membership type, or group assignments as needed.
    • Use the actions menu to bulk Activate or Deactivate selected users.
    • is_staff is computed automatically from group membership (groups listed in settings.STAFF_GROUPS).
  4. Password resets – direct members to the “Forgot password” link on the login page, which uses the custom reset form.

Membership Types

Subscription Products & Payments

  1. Subscriptions define name, price, renewal cadence (days/months/years), and whether they expire.
  2. Subscription payments record actual payments:
    • Use Add subscription payment to log membership dues.
    • Pick the member (searchable list), subscription type, payment date, and amount paid.
    • Date expires is calculated automatically from the subscription’s renewal settings.
    • List filters help you find expired vs active payments.

Functionary Roles & Assignments

  1. Define positions under Members › Functionary roles (mark Styrelse if it’s a board seat).
  2. Assign members in Members › Functionaries:
    • Fill in the member, role, and year.
    • Use filters to review by year or role. Deleting a record removes it from the public functionary list.
  3. Members can also manage their own functionary history via /members/functionary/, but admin edits override their entries.

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