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Managing Your Members

Use the Members page in Navigatr to find members, issue badges, filter by activity, and export data. A central view for community and provider admins.

Written by Support Desk

Administrators in Navigatr can access a Members page within their Admin Dashboard, making it easier to view and manage members engaging with their organisation. Members are an organisation's cohort, such as students in a university, staff in a company, or residents in a city.

From here, you can quickly find members, issue them badges, review their engagements, and jump to their profiles for further insights.


Adding members

You can add members directly from the Members page using the Add Member button. Add one person at a time, or bulk register members from a CSV to onboard large groups at once. New accounts are created with the email already verified, and each member receives a welcome email explaining how to sign in.

Add Member button and form for registering members on the Members page


Accessing the members page

To view your organisation's members, follow these steps:

  • Log into Navigatr

  • Navigate to your Admin Dashboard.

  • In the left-hand menu, select Members.

Members page in the Admin Dashboard showing the member list

This will open a list of all users who have engaged with your organisation.


Searching and filtering members

The Members Page includes a powerful search and filter function that allows admins to find members quickly. You can search by:

  • Member name

  • Email address

  • Badges earned

  • Interests

  • Learning styles

  • Activities attended

  • Pathways participated in

Additionally, admins can apply filters to refine their search and gain insights into member activity:

  • Activity: narrow the list by what members have engaged with, such as their interests, learning styles, the badges they have claimed, the pathways they have completed, and the activities they have attended.

  • Join Date: This filter provides insights into when members first signed up to Navigatr.

  • Last Seen: This filter provides insights into how frequently members log in, helping admins understand engagement levels and member activity trends.

  • Group: show only the members in a selected group, such as a class or department (see Organising members into groups below).

These filters make it easier to track specific learners, measure participation, and identify engagement trends within your organisation.

Search and filter controls above the members list


Organising members into groups

Groups let you organise your members into smaller sets, such as classes and year groups in a school, or departments and teams in an organisation. A member can belong to more than one group, and the groups a member belongs to are shown in the Groups column of the members list.

Filter by group. Open the filter menu above the list, choose Group, and select a group to show only its members. The group you picked appears in the search box as a group: tag so you can always see which filter is applied. Clear the search box to return to the full list.

Create, rename, and delete groups. From the filter menu, select Manage groups to open the groups dialog. Renaming a group updates it everywhere it is used, and deleting a group removes the group only, not the members in it.

Add members to a group. You can assign groups in a few ways:

  • When adding a single member, use the optional Group field.

  • When bulk registering from a CSV, fill in the optional group column.

  • For members who are already on the list, select one or more of them and use the bulk actions to add them to a group, or open a member to manage their groups from their details panel.


Understanding members

A community or provider member is any individual who has engaged with your organisation's content. This includes:

  • Being issued a badge by your provider or a provider in your community.

  • Participating in a pathway within your organisation.

  • Signing up to Navigatr via your organisation profile.


Issuing badge

You can issue a badge to a member via the `Issue Badge` button:

Issue Badge button on the member row

Alternatively, you can select multiple users and bulk issue a badge to them:

Animation showing multiple members selected for bulk badge issuing


Inviting members to a pathway

You can invite members to a learning pathway straight from the Members page, so they do not have to find and join it themselves.

  • One member: use the invite-to-pathway action on the member's row, then choose the pathway.

  • Several members: select the members you want, choose the invite-to-pathway bulk action, and pick the pathway. Everyone selected is invited at once.

Only published pathways from your organisation can be chosen. Once invited, the pathway is available in each member's account for them to start.


Viewing a member's details

Select any member in the list to open their details without leaving the page. The panel shows their name, profile photo, and a summary of their public profile, including the skills and interests they have listed and the groups they belong to.

From the panel you can carry out the common actions for that member, such as issuing a badge, inviting them to a pathway, and managing their groups. To see everything on their public profile, open their full profile from the panel.


Export members

Via the links at the bottom of the list, you can export your members' data as a CSV file or copy their email addresses.


What admins can see

Admins can view only the public profile of their members. The Members Page provides key insights into each member’s engagement, allowing admins to:

  • Search for specific members using the admin panel search.

  • See the badges and pathways a member has engaged with.

  • Jump to a member’s profile for a more detailed overview.


Analytics

For an even deeper analysis of your members, you can navigate to the Analytics page and select Engagement → Members. This provides a detailed breakdown of member activity, including trends, engagement levels, and key insights to help measure impact and identify growth opportunities.


Benefits of this feature

The Members page helps you:

  • Understand engagement levels by tracking badge earners and pathway participants.

  • Simplified badge issuing by directly issuing a badge to the members without having to process their email addresses.

  • Measure impact with a clear view of how members interact with your content.

  • Identify opportunities for growth, such as recognising active learners or encouraging further participation.

By providing quick access to member data, this feature supports better organisation management and decision-making.


Need help?

Tip: If you have any questions or need support, contact us at [email protected].

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