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.
- Go to Members › Members (
/admin/members/member/).
- 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).
- 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).
- Password resets – direct members to the “Forgot password” link on the login page, which uses the custom reset form.
Membership Types
- Found under Members › Membership types. Each type has a description and a
Behörighetsprofil (Freshman, Ordinary, Supporting, Senior). These profiles are referenced by other apps (e.g., Polls, Archive) to enforce permissions.
Subscription Products & Payments
- Subscriptions define name, price, renewal cadence (days/months/years), and whether they expire.
- 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
- Define positions under Members › Functionary roles (mark
Styrelse if it’s a board seat).
- 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.
- Members can also manage their own functionary history via
/members/functionary/, but admin edits override their entries.
Front-Facing Pages
/members/login/ – custom auth view using the Member model.
/members/info/ – members can edit their profile (first/last name, address, etc.).
/members/signup/ – collects new member requests (kept inactive until an admin activates them).
/members/functionaries/ – public listing filtered by year/role using data from Functionary models.
Tips
- When demoting a member (e.g., from Ordinary to Senior), consider their access in other apps (archive, polls) that rely on
permission_profile.
- Use export tools (e.g., admin changelist CSV) for periodic mailing list updates.