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Manage Members of Space 

Here is the updated documentation, completely rewritten in the friendly, clear, and structured DocuFluent style, incorporating all the new features shown in your screenshots!

Managing Space Members #

FluentCommunity makes it incredibly easy to build and manage your audience inside each Space. Whether you are adding new people, assigning special roles to your team, or removing inactive users, you have full control over who sees and interacts with your content.

This guide will walk you through everything you need to know about managing the members of your Space!

  • You must be logged into your WordPress dashboard.
  • You must have Administrator or Moderator privileges for the specific Space you want to manage.

Step 1: Navigating to Your Member List #

To start managing your community, you first need to access the dedicated member area for your specific Space.

  1. Go to your community portal and click on Spaces from the main top navigation menu.
  2. Find the specific Space you want to manage and click the View Space button on its card.
  1. Once inside the Space, click on the Members tab located in the top-right menu area (next to Posts and Documents).

Here, you will see a list of everyone currently in the Space. You can use the search bar to quickly find existing members, and you can easily see each person’s role (like Admin or Moderator) displayed directly under their name.

Step 2: Adding New Members to Your Space #

Growing your community is easier than ever! FluentCommunity gives you four powerful ways to bring people into your Space.

Click the Add Member button to open the invitation menu. From here, you can choose one of the following four tabs based on your needs:

Method A: WP Users (Add Existing Site Users) #

This is the perfect method if the person you want to add already has an account on your WordPress website.

  1. Click the WP Users tab.
  2. Search for the user’s name or email in the Users field.
  3. Select the Membership Role you want to give them (e.g., Member, Moderator, or Admin).
  4. Click Add as member.

Method B: From Space/Course (Bulk Import) #

Do you already have a thriving Course or another Space? You can easily copy all of those members over at once!

  1. Click the From Space/Course tab.
  2. Click the dropdown menu and select the source Space or Course.
  3. Click Import Members.

Note: All users imported using this method will automatically be added with the standard “Member” role.

Method C: CSV Import (Upload a List) #

If you have an external list of people you want to add (like from a spreadsheet), you can upload them all in one click using a CSV file.

  1. Click the CSV Import tab.
  2. Drag and drop your .csv file into the upload area, or click to browse your computer.
  3. Ensure your file has the correct columns: Name, Email, and Username. You can download the Sample CSV provided on the screen to format your list perfectly!

Method D: CRM Tag (Integrate with FluentCRM) #

If you use FluentCRM, you can automatically pull in contacts based on the tags they have in your CRM!

  1. Click the CRM Tag tab.
  2. Select the specific FluentCRM Tag from the dropdown menu (e.g., “Subscriber” or “VIP”).
  3. Important: If these contacts do not have user accounts on your website yet, check the box that says Create WordPress accounts for contacts without an existing account.
  4. Click Add Members.

Step 3: Understanding and Assigning Roles #

To keep your Space running smoothly, you can assign special roles to your trusted members. Here is a quick breakdown of what each role means:

  • Admin: Has total control over the Space. They can change Space settings, delete the Space, and manage all members and posts.
  • Moderator: The peacekeepers! Moderators can delete inappropriate comments, remove posts, and help manage the day-to-day flow of conversation.
  • Member: The standard role. Members can read, react, comment, and create standard posts (depending on your Space’s privacy settings).

How to change a role:

  1. Locate the member in your Space’s member list.
  2. Click the Three-dot button next to their profile.
  3. Select the desired role (Admin, Moderator, or Member) from the dropdown menu. The change saves automatically!

Step 4: Removing Members #

If you ever need to remove someone from your Space, the process is quick and discreet.

  1. Find the member in your list.
  2. Click the Three-dot button next to their name.
  3. Select Remove Member from the dropdown menu and confirm your choice.

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