Members and approvals

The Members tab is mission control for everyone in your community — current members, pending joiners, and outstanding invitations. This is where you bring people in, vet them, promote helpers, and remove people who don't belong.

Quick answer

Open the Members tab in the community editor. Invite sends a 7-day link that skips public checkout. If you've turned on member approval, Pending is the queue you work through. The role dropdown on a member card changes them between Member, Moderator, and Admin. Remove kicks someone out (a reason is required) and emails them. Workspace Owners and Admins can't be demoted or removed from inside the community.

Opening the Members tab

In the community editor, click Members. The directory loads with everyone in the community — searchable, filterable, paginated.

Element	What you can do
Search	Type a name or email. Matches as you type.
Role filter	Limit the list to Admins, Moderators, or Members.
Pending section	Visible if member approval is on or if invitations are outstanding.
Member card	Click to open a profile in a side panel.

Inviting a member

Inviting skips the public checkout entirely — useful for friends, alpha testers, comped seats, paid members you handle outside Klixey, or moving someone in from another platform.

1. Click Invite member at the top of the Members tab.
2. Fill in the fields and click Send invite.

Fields

Field	Notes
Name	The person's first or full name. They can change it later.
Email	Where the invitation goes. Must be a valid email.
Role	Member, Moderator, or Admin. You can change it later.

Klixey emails them an invitation link valid for 7 days. They click it, sign in or set a password, and join — no checkout, no card, no approval queue.

If the email goes to someone who already has a Klixey customer account, the invitation pairs with their existing account so they don't sign up twice.

Invites bypass approval and payment

An invitation puts the person directly in the community as an active member, even if you have member approval required turned on or the community is paid. Treat invitations as the "I trust this person" lane.

Pending invitations

Until someone accepts, their invitation sits in a Pending invitations area on the Members tab. Each row shows the email, role, who sent it, and how long until the link expires.

Resending an invitation

If your invitee never got the email or the 7-day window is closing, click Resend. Klixey issues a new link valid for another 7 days. The old link stops working — they should use the most recent email.

Cancelling an invitation

If you invited the wrong email or changed your mind, click Cancel in the same row. The invitation disappears and the link stops working. You can re-invite the same email later without any cleanup.

The approval queue

If you've turned on member approval required in Settings, new joiners — both free and paid — don't get in straight away. They land in a Pending section on the Members tab until you act on them.

Each pending request shows:

• The person's name and email
• When they requested to join
• Whether they paid (and how much) if it's a paid community

You have two actions:

Approve

Click Approve on the request.

• The person's status flips from Pending to active.
• Klixey emails them a welcome message with a one-tap link into the community.
• They can post, comment, and use every other feature immediately.

Reject

Click Reject on the request.

• The person's status flips to rejected and they're removed from the community.
• Klixey emails them a polite "your request wasn't accepted" message.
• The email doesn't include a specific reason — that's your call, and you can follow up directly if you want.

Refunds for rejected paid joiners

If a paid joiner is rejected, their payment isn't refunded automatically — handle that with them by email. Klixey doesn't process community refunds for you.

Changing a member's role

On any member card, the role dropdown lets you switch between Member, Moderator, and Admin. The change takes effect immediately.

From	To	Result
Member	Moderator	Now can pin, lock, delete posts and comments, remove members.
Moderator	Admin	Adds the ability to change roles, settings, and invite members.
Admin	Member	Loses all moderation and admin powers (only Admins can do this).

For what each role can do, see Posts, comments, and moderation — The three community roles.

Removing a member

On any member card, open the overflow menu and pick Remove.

1. Klixey opens a confirmation dialog.
2. Enter a reason — required. The default text is "Violated community guidelines." You can edit it.
3. Click Remove.

What happens:

• The member is removed from the community immediately. They lose access to the feed, the files library, and the Learning tab.
• Klixey emails them a "you've been removed" message that includes your reason. Be honest but professional — they'll read it.
• Their posts and comments stay in the community. (If you want those gone too, delete them separately — see Posts, comments, and moderation.)

What happens to bundled course access on removal

If the member had access to courses because they were in this community (you bundled the course into the community as part of the package), that access is revoked along with their membership.

But — and this is the important part — Klixey only takes back access this community granted. If the same person also bought the course directly, or got it through a different community, that access stays. Removing them from one community doesn't strip everything they paid for elsewhere.

For how course-community bundling works, see Linking courses to a community.

Workspace admins are protected

Workspace Owners and Admins are automatically community admins in every community in your workspace. You can see them in the Members tab like everyone else, but their cards behave differently:

• The role dropdown is hidden or disabled — you can't demote them to Member or Moderator.
• The Remove action is hidden — you can't kick them out from inside the community UI.

This is on purpose. Workspace admins are the people responsible for the workspace as a whole, so they need a permanent foothold in every community. If you want to take a workspace admin out of a community, the only way is to change their workspace role first — drop them down to Editor or Viewer in Workspace settings → Team. They'll lose the automatic community admin spot once their workspace role no longer qualifies.

See Roles & permissions — Community roles are different for the full picture.

Member profile side panel

Click any member card to open their profile in a side panel — the rest of the page stays where it is.

What the profile shows:

Section	What's in it
Header	Name, email, role badge, avatar, joined date, last seen.
Stats	Total posts, total comments, engagement score.
Recent posts	The member's five most recent posts in the community.
Recent comments	Their five most recent comments.

The engagement score is what powers the Leaderboard — it goes up when the member posts, comments, likes, and gets liked.

Close the panel and you're right back where you were on the Members list.

The profile only covers this community

The member's activity in other communities isn't shown here. You're seeing what they've done in this community — that's it.

Filtering and searching at scale

As communities grow past a few hundred members, the search and filter become essential:

• Find a specific person — type their name or email in the search box.
• See all your moderators — set the role filter to Moderator.
• Audit your admins — set the role filter to Admin. (Watch for unexpected names — promotions should be deliberate.)

The list paginates in chunks (typically 50 at a time) once you've got more members than fit on one screen.

Who on your team can do member management

Action	Editor	Workspace Admin	Workspace Owner
View the Members tab	✓	✓	✓
Approve / reject pending joiners	✓	✓	✓
Change a member's role	✗	✓	✓
Invite a member	✗	✓	✓
Remove a member	✗	✓	✓

Editors can see the queue and approve, but invitations, role changes, and removals are gated to Workspace Admins and Owners. See Roles & permissions.

Tips

• Promote moderators from inside the community. Look at the Leaderboard — your highest-engagement members usually make the best moderators.
• Don't sit on approvals. A request that waits a week feels rejected even if you eventually approve. A day or two is the sweet spot.
• Write a real reason when you remove someone. "Violated community guidelines" is the default but it's vague — a sentence of specifics ("repeated self-promo in #general after warning") helps the person and protects you.
• Use invitations for paid-elsewhere members. If you sell access through another platform and just need them in the community, invitations are the right tool.

Related

• Creating a community — turning approval on or off lives in Settings.
• Posts, comments, and moderation — what Moderators and Admins can do.
• Linking courses to a community — bundled access and what happens on removal.
• Leaderboard — the engagement score behind member profiles.
• Roles & permissions — Community roles are different — workspace vs community roles.