Finding a member
Go to Community from your Admin Dashboard. Use the search bar at the top left to find someone by name or email address — results update as you type. Click the Search button to run the search.
ℹ️ Can't find someone?
If you're not finding someone you expect to see, try toggling Active Only off — members who haven't yet accepted their invitation may not appear in the default active view.
Filtering your member list
Above the list you'll see column chips and three toggle switches that let you narrow your view quickly.
Column filter chips
The chips across the top of the list control which columns are visible. The full set of available filters is: Volunteer, Email, Phone, Username, Training, 6-Month, Ref 1, Ref 2, Policy Ack, At Risk, Expired, and Tags. Click the × on any chip to remove that column. Use the dropdown arrow at the right end of the chip row to add columns back.
Toggle switches
Three toggles sit below the search bar:
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Active Only — when on, shows only members who have active accounts. Turn it off to see everyone, including those who haven't accepted their invitation.
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Exclude Admins — when on, hides admin accounts from the list so you see only volunteers and Intro members.
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Intro Account — when on, filters to show only members on the Intro pathway.
Member type badges
Each row in the list shows a badge next to the member's name. A green Volunteer badge indicates a role-assigned volunteer; a yellow Intro badge indicates a member who has only the Intro pathway assigned. Use the Filter by tags… dropdown to filter by any tags your church has applied to members.
ℹ️ Combining filters and toggles
Combine toggles and column filters to zero in on exactly the group you need — for example, turn on Exclude Admins and add the Expired column to quickly see which volunteers have lapsed training.
Opening a member profile
Click any member's name in the Community list and a profile panel slides out from the right side of the screen. You don't leave the Community page — the panel overlays it so you can close it and return to your list position.
The red Suspend Volunteer button in the top-right corner of the panel immediately suspends the member's account. Use this only when required – a suspended volunteer cannot serve.
1. Volunteer Information section
The top of the panel shows the member's first name, last name, email, phone number, and church name. The Account Type toggle lets you switch between Volunteer Seat and Intro Account. The member's current role is shown as Role: Member, with a Request Role Change button alongside. You can also reset the member's password from here using the Reset Password button.
2. Authorized Adult section
Below Volunteer Information, the Authorized Adult section shows the member's current authorization status. This is where you manage references — Reference #1 and Reference #2 each show an Approved badge with an Undo option once approved. You can enter or update referee full name and contact information from this section.
Status summary items
Below the reference fields, three status lines confirm the member's overall standing at a glance:
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Church Participation: Approved
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Police Check: Cleared
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References: All Cleared
3. Collapsible sections
The lower portion of the panel contains four collapsible sections — click any to expand it:
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Pathways — shows assigned pathways and completion status
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Church Policies — shows whether the member has acknowledged the current policy
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Notes — admin-only notes (append-only; cannot be edited or deleted)
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Tags — any tags applied to this member
Saving changes
At the bottom of the panel you'll find Update PC (to push changes to Planning Center if connected), Save, and Cancel. Always click Save after making changes to the profile — unsaved changes are lost when you close the panel.
Understanding training statuses
Each volunteer's training record shows one of the following statuses for each assigned pathway:
Frequently Asked Questions
Can I export my member list?
Yes. Use the Audit Report feature to download a compliance report for your full volunteer team. See the Audit Report article for details on what's included and how to export it.
Can I remove a member from the system?
Contact Safe Pathways support to remove a member record. This action cannot be undone from the admin interface to protect your compliance history.
What's the difference between a Volunteer badge and an Intro badge?
A green Volunteer badge means the member has been assigned a role-specific pathway (e.g. Children, Youth). A yellow Intro badge means they currently only have the Intro pathway assigned. Once a role pathway is assigned, their badge updates accordingly.
Can I reassign pathways from this view?
Yes. From a member's profile you can add or change pathway assignments. See the Assigning Pathways article for the full steps.