Members & Roles

Managing Members

The Members area is your roster. It shows who is in the organization, what they can do, and what they owe. It also has the tools to add and remove members correctly.

The members list

Members shows all persons in the organization as compact rows or as cards. Use the view toggle to select. Use search and filters to find a person quickly.

Members page: tiles for 34 total, 32 active, 1 invited and 1 inactive members; search, status, group and sort filters with a List / Cards toggle; and rows for Jester TopGun (Owner, Administrator, Instructor, due $2,136.65), Ava Lindqvist (Member, due $770.65) and Bernie Coleman (Maintainer, Member, due $867.94), each with Billing and Manage buttons
The roster - status counts at the top, filters, and the status, groups, and balance of each member in one row.

The member detail page

Member page for Bradley Bradshaw: header with email, Invite to sign in, Member and Renter group chips, an Owes $13,484.27 balance, and Edit member, Message, Create invoice and More actions buttons; tabs for Profile, Membership, Billing, Credentials, Aircraft, Documents and Access; a left card with his photo, status Active, readiness 1 need attention, 2 locations, 9 assigned aircraft and a Quick actions list (Edit profile, Message member, Create invoice, Add credit, View billing, Aircraft & access); and the Profile tab's personal, contact and address sections
The page of a member - groups and balance at the top, each tab one click away, quick actions on the left.

When you open a member, you see tabs for Profile, Membership, Billing, Credentials, Aircraft, Documents, and Access. The header has the Edit member, Message, and Create invoice buttons. The More actions menu has all other actions. Permissions control what you see. The Billing tab shows only for persons with permission to see money. Documents shows only for persons with permission to see the personal documents of members.

Balances

The main number on a member is their net ledger balance. This is the total of all charges, payments, and credits to date. It is the correct answer to “what does this person owe”. It does not depend on what you invoiced until now.

Authorized locations

In organizations with more than one base, each member has a list of authorized locations. Aircraft based outside that list do not show as bookable for that member. This is useful when insurance or policy ties members to one airfield.

When a member leaves

Members can leave an organization themselves. Admins can deactivate a member. In both cases, Resyrv applies a settle-first gate. An outstanding balance on the account must be settled before the departure completes. Thus no member leaves with an unpaid balance.

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