Managing Your Members: Roster, Progress, and Access

View your member roster, track per-course progress, invite new members by email, manage enrollments, and remove access, all from one place.

The People page in your owner dashboard gives you a complete picture of everyone learning in your academy. You can see who has joined, what they can access, how far they have progressed across every course, invite new members by email, and remove access when needed. Each academy you run has its own independent roster, so members in one of your academies are never mixed with members in another.

The People hub

People is one hub with a rail of views on the left, the same layout as the Sell area:

• All members: the full roster (the label uses your academy’s audience word).
• Invited: pending invitations, with resend and revoke actions and a search by email.
• Lists: each List you have built, as a view of the people on it.
• Segments: each saved Segment, as a live view of who matches it.

All members has the full roster table described below. A List shows its own table of the people on it, and a Segment shows its rules with a live preview of who matches. Lists and Segments are created from the + next to their heading in the rail. See Audiences for how they work.

The roster table

Each row shows:

• Name: the member’s display name, with the email address they signed up with underneath.
• Access: what they hold, shown as a chip: Pass for Academy Pass holders, an offer count, or Purchased.
• Courses: a progress bar with their average completion, and “X of Y finished” underneath.
• Last active: when they last completed a lesson, or Never.
• Joined: the date they first accepted an invitation or created an account in your academy.

Click any column header to sort. The default order is newest joined first. Search by name or email with the field above the table. Your search, view, sort, and page size stay in the URL, so a filtered roster can be bookmarked or shared with an admin.

Quick views

The view menu at the top left of the table narrows the roster to the people who need attention. Each option shows how many people match it:

Quick view	Who it shows
Everyone	The whole roster.
Stalled 14d+	Started something but nothing completed in two weeks.
Never started	Joined, no lesson completed yet.
Completed everything	Finished every course they can open.
No offer yet	Hold no offer, so nothing to renew or upsell from.
Joined this month	Your newest members.

Select, act in bulk, export

Tick rows (or Select everyone on this page) and a bulk bar appears with Add to list, Grant offer, and Email, so a stalled group can be dropped onto a re-engagement List, comped an offer, or sent a reminder email in one move. Export (next to the search field) downloads the current view as a CSV file with name, email, join date, access, courses enrolled and completed, average completion, and last active date.

Each academy has its own member roster. If you run multiple academies from one account, switching academies in the top bar switches to that academy’s separate roster and progress data.

Viewing a member’s detail

Click any row in the roster to open a member’s detail panel. It loads that person’s full record on open. The panel has several tabs.

Overview shows contact info, join date, and summary stats: courses started, courses completed, and overall progress percentage.

Access shows everything that lets this member open courses, and is where you change it:

• Offers held: the bundles or Academy Pass they hold, how they got each one (purchase, your grant, or a List that carries it), with a revoke action. Use Grant offer to hand them one.
• Course access: personal course grants from you, with Grant course to assign another and a revoke action on each. Revoking warns you if the course stays open through another path (a free course, a purchase, or a held offer).
• Purchases: their payment history, with a Refund payment action on each paid row. A full refund returns the money and ends whatever the purchase unlocked.

Progress lists every course the member has started, with completed lessons out of total lessons and a checkmark when a course is finished. From here you can also reset progress on a course so they can start over.

Audiences lets you add the member to or remove them from your Lists, and shows which auto-updating Segments they match, for your own segmentation.

Responses gathers what this member wrote for your academy in one place:

• their answers to your welcome questions, question by question. Answers to a question you have since removed are kept and marked No longer asked.
• their answers to surveys, except anonymous ones, with dates.
• reflections they wrote where you turned on Share answers with the academy.

Private reflections, notes, and what members write in practice blocks never appear here.

Certificates shows any completion certificates the member has earned, and lets you revoke or restore them.

Danger Zone contains the option to remove the member from the academy entirely. See the warning below before using it.

Removing a member from your academy ends the course access you granted them and deletes their lesson progress, and cannot be undone. The member’s account is not deleted, so they can still sign into other Fayne academies they belong to, but all their progress data in your academy is gone. (Certificates they already earned are not deleted by this action; revoke those separately from the Certificates tab if needed.)

Inviting students

You invite members to your academy by sending them an invitation email. The invite links their address to your academy and, optionally, pre-enrolls them in courses you select.

1. Open the invite dialog

   On the People page, click Add member (the button uses your academy’s audience word, so it may read Add client or Add student if you chose another).

2. Add email addresses

   Type an address and press Enter, comma, or Tab to add it. Paste a comma-, space-, or newline-separated list to add multiple addresses at once. Each address appears as a chip you can remove before sending.

3. Grant access (optional)

   Use the pickers to attach one or more courses (Grant access) or offers (Grant offers, a bundle or the Academy Pass) to the invitation, and Add to list to put them on one of your Lists. Whatever you attach unlocks for the member the moment they accept. You can leave this empty if you want them to access only what your academy already grants.

4. Send invitations

   Click Send invitation (or Send N invitations for bulk sends). Each recipient gets a branded email from your academy inviting them to join. Turn off Send email invitation to create the invitations without an email; the person gets access when they sign in with that address.

Pending invitations live in the Invited view, where you can resend one that got lost or revoke one sent by mistake.

If a member’s invitation email is already associated with an account, accepting the invite adds them to your academy without requiring them to create a new account.

How members sign in

Members sign in with a one-time code. They enter their email, receive a 6-digit code, and type it in, with no password to set or remember. If you have turned on welcome questions, a new member answers them right after their first sign-in.

You do not need to configure anything for sign-in to work. Every member uses the same passwordless flow.

Multi-academy isolation

If you manage more than one academy, each one maintains a completely separate member list. A member who joins one of your academies is not automatically added to any other. Their progress, enrollments, and data stay within the specific academy they joined. Use the academy switcher in the top bar to move between your academies and their respective rosters.