Memberships

Review who has requested to join your agency and manage their membership status.

The Memberships screen lists every person tied to your agency along with their current standing — whether they are pending, joined, denied, removed, or have left. Two tabs split the work: All Requests shows everyone with filter chips across the top, while Pending Invites shows people an administrator has invited who have not signed in yet. From here you can invite a new user, remove members who have joined, and cancel invites that are still waiting.

info

This screen is part of the Admin Tools and requires an agency administrator role. If you do not have admin access, you will not be able to reach it.

Overview

Two tabs sit across the top of the screen. The one you are on is marked in red with a line underneath it.

Tab	What it lists	Three-dot menu
All Requests	Everyone tied to the agency, with a row of status filter chips.	Available
Pending Invites	People invited by an admin who have not yet signed in for the first time.	Hidden

Swipe sideways or tap a tab name to move between them. The three-dot menu button disappears on the Pending Invites tab, because inviting someone is done from All Requests.

Status filter chips

Filter chip	Shows
All	Everyone, regardless of status. Selected by default.
Pending	People who have requested to join.
Joined	Active members.
Denied	Requests that were turned down.
Removed	Members who were removed.
Left	People who left the agency.

Getting Here

1. Open the Account tab and tap the Settings module to reach Agency Settings.
2. Expand the Overview section and tap Membership.
3. The screen opens on the All Requests tab with the All filter selected.
4. Tap the Back arrow to return to the settings list.

Some agencies also place a Memberships tile directly on the Account grid, which opens the same screen.

Filtering the List

1. Look at the row of chips at the top of the All Requests tab: All, Pending, Joined, Denied, Removed, and Left.
2. Tap a chip to show only members with that status. The selected chip turns blue; the others stay white in light mode and black in dark mode.
3. Tap All at any time to clear the filter and see everyone again.
4. The filter works on the list already loaded, so it takes effect instantly with no spinner.

What each row on All Requests shows

Element	What it shows
Initials circle	First letter of the first name plus first letter of the last name. Falls back to one letter, then to the first letter of the email, then to a dash.
Name	First and last name together.
Email	The member's email address.
Status :	The member's current status, capitalized.
Remove button	Only on rows whose status is Joined.

Inviting a New User

1. On the All Requests tab, tap the three-dot menu at the top right.
2. Choose Add New User. The Add New Member screen opens, pre-filled with your agency's defaults for groups, rank, status, and device allowance.
3. Fill in the form.
4. Tap Save.

Fields on the Add New Member form

Field	Type	Required?	Notes
First Name	Text	Yes
Last Name	Text	Yes
Phone	Text	One of phone or email
Email	Text	One of phone or email
Groups	Multi-select popup	No	Pre-filled with your agency's default groups. Tap to open a checklist.
Rank	Dropdown	No	Pre-selected to your agency's default rank.
Status	Dropdown	No	Pre-selected to your agency's default status.
Agency paid devices	Number	No	Pre-filled with your agency's default allowance.
Allow personal paid device	Checkbox	No	Pre-set from your agency's default.

Messages you may see when inviting

Message	What it means
"Please enter first name"	The first name field is empty.
"Please enter last name"	The last name field is empty.
"Please enter phone or email"	Both contact fields are empty. One is enough.

On success, the server's own status message appears briefly and you return to the membership list. The new person then shows on the Pending Invites tab until they sign in for the first time.

If you tap Back with unsaved changes, the app asks "Data Updated — Do you want to save changes?" — Save runs the checks and invites, Cancel discards the form.

Removing a Member

1. On the All Requests tab, find a member whose status is Joined — only joined members show a Remove button.
2. Tap Remove on that member's row.
3. A prompt titled Are you sure? asks "You want to remove this member".
4. Tap Yes to remove them or No to keep them. The list reloads to reflect the change.

caution

Removing a member revokes their access to your agency in the app. Their status changes to Removed, and you can find them again with the Removed filter chip — but they will need to be invited or approved afresh to come back.

Working with Pending Invites

1. Tap the Pending Invites tab.
2. The section heading reads Pending Invites (n) with the explanation "Invited by an admin and waiting for the member to sign in for the first time."
3. Each card shows the person's initials, name, contact, status, and when they were invited.
4. Tap Cancel Invite on a card to withdraw the invitation.

What each Pending Invites card shows

Element	What it shows
Initials circle	Same initials logic as the All Requests rows.
Name	First and last name together.
Contact	Their phone number if there is one, otherwise their email. The line is hidden if they have neither.
Status pill	Reads Invited for a pending invite.
Relative time	How long ago they were invited — for example 3mo ago, 2d ago, 5h ago, or Just now.
Invited date	The exact date and time in your device's time zone.
Cancel Invite	A red outlined button on the right.

Cancelling an invite

1. Tap Cancel Invite on the card.
2. A prompt titled Are you sure? asks "You want to cancel this pending invite?"
3. Tap Yes to withdraw it or No to leave it standing.
4. The list reloads and the card disappears.

tip

Switching to the Pending Invites tab reloads it every time, so it is always current. If someone says they never got their invitation, check here first — if their card is still showing, the invite is live and they simply have not signed in yet.

Loading, Empty, and Offline States

Situation	What you see
Opening the screen	A spinner while both tabs load, then the lists.
A filter matches nobody	An empty list under the chips. Tap All to see everyone again.
No pending invites	The heading reads Pending Invites (0) with an empty list below it.
The server does not answer	An alert shows the error and the affected list stays empty.
Offline	This screen needs a connection. Expect an error alert.
After removing or cancelling	The affected list reloads on its own.

note

Memberships keeps no offline copy — both tabs fetch fresh from the server each time. If you are working without a signal, you will see an error rather than a stale list.

How This Connects

• Where the data comes from. Both tabs come from your agency's membership requests on the server: All Requests fetches every request, and Pending Invites fetches only the pending invitations.
• What updates it. Inviting, removing, and cancelling on this screen; people requesting access from Find an Agency; and other administrators doing the same from their own devices.
• This screen is the other half of Find an Agency. When someone enters your agency's six-digit org code on Find an Agency, their request lands here with status Pending. The five statuses on the filter chips are the same five that show as colored badges on their own request row.
• Invites are pre-filled from your agency defaults. The groups, rank, status, and device allowance on the Add New Member form come from your agency's default member settings, which draw on Manage Groups, Manage Ranks, and Manage Statuses.
• Members you approve show up in Manage Members. Once someone has joined, their full record — groups, devices, rank, status, platforms — is managed on Manage Members, and their own view of it is Personal Profile → Agency Info.
• New members change the agency counts. The member count on Agency Profile reflects who has joined.
• Downstream effects of membership. Joining puts a person in the Directory, makes them addressable in Messaging, and lets them appear in command personnel views such as Command Resources. Removing them takes all of that away.
• Offline and reconnect. Nothing on this screen is queued. Inviting, removing, and cancelling all need a live connection and will show the server's error if it is not there. Reopen the screen once you are back online.

Troubleshooting

If this happens	What to do
You cannot reach this screen at all	It requires an agency administrator role. Ask an existing admin.
An error alert appears instead of a list	This screen needs a connection every time. Check your signal and reopen it.
A member has no Remove button	Only members whose status is Joined can be removed here.
"Please enter phone or email" blocks your invite	One contact method is required. Fill in either field.
The groups, rank, or status defaults look wrong	They come from your agency's default member settings. Change them in Agency Settings.
The three-dot menu has vanished	You are on the Pending Invites tab. Switch to All Requests to invite someone.
Someone you invited is not on either tab	Reopen the screen so both lists refetch. If they still do not show, the invite may have failed — invite them again.
An invited person never received anything	Check their card on Pending Invites for the contact detail you entered. If it is wrong, cancel the invite and send a new one.
A removed member still appears	They move to the Removed status rather than disappearing. Use the filter chips to hide them.
A pending request will not go away	Removing only works on joined members. Pending requests are handled through your agency's approval process.
The invited date looks off by a few hours	The exact date is shown in your device's time zone, while the relative time is calculated from the same moment. Both are correct.
Initials show a single letter or a dash	The person has only one name on file, or none — the app falls back to their email's first letter, then a dash.

Related Pages

• Find an Agency
• Agency Profile
• Personal Profile
• Account

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