Program Member/Supporter management

How do you manage members and supporters in a Live Program on the Vygo Platform?

What is the Feature?

The member/supporter management features on the Vygo platform allow program admins to manage both supporters and members within a live program effectively. This functionality is essential for maintaining an organised, efficient, and secure program environment where admins can oversee membership statuses, review application answers, and approve or remove participants as needed.

Why it Should be Used (The Benefits)

Efficient Member/Supporter Oversight: Easily view and manage all program members and supporters from a central location.
Customisable Access Control: Adjust membership statuses, ensuring the right people have the appropriate permissions and roles.
Streamlined Approvals: Quickly handle pending membership requests, maintaining control over who joins the program.
Enhanced Program Security: Remove members or supporters who no longer fit the program criteria, ensuring a safe and focused environment.
Comprehensive Information Access: Access and review the answers provided by members and supporters during their application process, aiding in informed decision-making.

How to Manage Supporters & Members?

Follow these steps to manage supporters and mentees within a live program on the Vygo platform:

Access Program Settings:

Navigate to ‘Programs’ from the top navigation menu.
Select ‘Settings’ in the second-from-the-top navigation menu on the right.

Open Member Management:

In the left sidebar, select "Member Management" and this will display a list of all program members and supporters.

Review Member Information:

You can view the membership question answers provided by each member. This helps in understanding their background and reasons for joining.

Modify Member/Supporter Status:

To alter a member's status, locate the ‘Actions’ header in the far-right column and select the burger menu (three vertical dots) next to the member's name.
A pop-up menu with options such as ‘Remove from program’ will appear. You can use this menu to revoke supporter status and remove members from the program.
You can grant and revoke supporters' permission to create events, group chats, and group sessions.

Manage Pending and Pre-Approved Members:

Depending on your program's settings, you may see ‘Pending’ and ‘Pre-approved’ tabs.

The ‘Pending’ tab lists all members and supporters who have requested to join and require approval. Review their application answers to decide on their membership.
The ‘Pre-approved’ tab shows pre-approved members or supporters to join the program without manual approval. This helps streamline the onboarding process for selected individuals.

View and Update Profiles:

You can view detailed profiles of supporters and mentees, which is important as members will refer to these profiles when considering contacts or booking sessions. Ensure profiles are complete and informative.

By following these steps, program admins can efficiently manage their program’s members and supporters, ensuring a well-organised, secure, and effective supportive environment.