Admin guide
A working tour of the MemberDex admin dashboard for day-to-day operations.
Members
The Members page is the command center. Sortable headers let you order by any column; the role filter narrows to admins, members, or viewers. The Last Login column tells you who's actually using the app — handy when you're considering reactivating quiet members or pruning lurkers.
Two cards on this page surface what most admins want to know first: Invited but Not Accepted (people who got an invite but haven't installed the app) and Needs Invite (people in your roster who never received one). Both have one-click action buttons.
Each row has Edit Details… and Options… menus. Edit Details is the inline editor for any custom field. Options is destructive actions: deactivate, reactivate, delete, resend invite, transfer admin role.
Inviting members
Click Invite All to send invitations to every roster member who hasn't been invited yet. Click Resend Invitations to re-send to anyone whose previous invite expired. Per-community rate limits (default: 60 minutes between invite waves to the same person) protect your members from accidental spam.
Bulk invites also work from CSV import. When you apply the preview, MemberDex will queue invites for new rows in the same batch — no separate step.
CSV import
Open the import dialog from Members. Upload a CSV (UTF-8, optionally with a BOM). MemberDex shows a preview: which rows are new, updated, or errored, with the specific cell that didn't validate. Nothing is committed until you click Apply.
Headers are matched to fields by name. If a header doesn't match, you can map it manually before applying. Emoji and unicode characters round-trip safely; blank rows are skipped.
Fields
The Fields page controls what your members fill in. Pick Standard for a balanced default template, or Custom to define your own fields. Each custom field has a name, type (text, number, dropdown, date, URL, etc.), and an "is editable by member" flag.
Reorder fields by drag. Renaming a field preserves existing data. Deleting a field permanently removes its values across the directory — confirm twice.
Appearance & community page
Settings → Appearance handles your logo and brand color. The contrast guard rejects color combinations that fail WCAG AA contrast — admin-set brand colors that fail get auto-overridden in the iOS app to keep text readable.
Community Page edits the welcome screen members see when they first open the app: pinned links, social handles, a short blurb, and any meeting schedule snippets. The right side of the page shows a live web preview that approximates the iOS rendering.
Exports
Export Members CSV streams up to 250,000 rows. The export includes every active member (and optionally deactivated), with one row per member and one column per field. CSV-injection escape is automatic, so a value starting with = or + won't fire as a spreadsheet macro.
Photos are not included in the CSV (they're per-member binary blobs). Use the community backup if you need photos too.
Backup & restore
The Backup/Restore page packages your whole community — members, photos, fields, branding, audit log — into a downloadable zip. Filenames include the Eastern-time date so you can sort backups easily. Restoring requires confirming twice and replaces existing community data.
Backups are intended for one-community archives, not full disaster recovery. The MemberDex platform takes care of platform-level disaster recovery; you take care of community-level archives.
Activity log
The Activity page shows every audit event: logins, password resets, invite sends, accepts, admin role changes, deactivations, restores, and super-admin impersonation events. Search by user, filter by date range, sort by any column.
Super-admin impersonation events appear in red as "System Administrator as community admin" — that's a platform support engineer stepping into your community to help. The capability is there by design (we use it to debug), but it's always logged in red so you have an immediate visual signal.
Communities management (multi-org admins only)
If you administer multiple communities, the Communities page lets you switch between them. Demote an admin to a regular user with Change to User. Set per-community invite rate limits in minutes (default 60).
MFA
Each admin can enroll their account in TOTP MFA via their account menu. Pair an authenticator app (1Password, Authy, Google Authenticator), confirm the first code, and you're done. Subsequent logins ask for a code after the password.
10 wrong codes inside a 15-minute window arms a 15-minute lockout. Disabling and re-enrolling MFA clears the lockout state.
Test tools
The Test Tools page (super-admin only) generates persona-based mock data for smoke testing or demo communities. Mock users get mock+...@example.com addresses and the real mailer is skipped — they will never receive real email. Mock audit history spans the last 60 days.