Skip to main content

View Group Members

Manage members of your group incentive offer

Overview

The Group Members page allows you to view and manage all members who are part of your group incentive offer. This page is only available for offers with Offer Type set to "Group".


How to Access

  1. Go to Incentive Offers page
  2. Find a Group offer in the table (Offer Type shows "Group")
  3. Click the action menu (⋮)
  4. Select "View Group Members"

Page Layout

Header Section

  • Title - "Group Members"
  • Description - "Manage members of your incentive offer group"
  • Invite Members Button - Available for group creators only

Members List

A list showing all current group members with their details.

Pending Invitations

If you're the creator, you'll see a list of pending invitations.


Member Information

Each member card shows:

FieldDescription
UsernameMember's username
Profile PictureMember's avatar
RoleCreator or Member
StatusActive, Pending, or Inactive
Joined DateWhen they joined the group

Member Roles

Creator

The user who created or received the group offer:

  • Full control over the group
  • Can invite new members
  • Can approve/reject pending members
  • Can communicate with the provider

Member

Users who joined the group:

  • Part of the group offer
  • Can view group information
  • Can participate in group messages
  • Cannot edit the main offer

Member Statuses

StatusMeaningActions Available
ActiveFull member of the groupParticipate in group activities
PendingAwaiting approvalCreator can approve or reject
InactiveRemoved or declinedNo access to group

Actions for Creators

Inviting Members

  1. Click "Invite Members" button
  2. Enter email addresses
  3. Add an optional message
  4. Click Send Invitations

Managing Pending Members

For each pending member:

  • Approve - Accept them into the group
  • Reject - Decline their request to join

Member Limits

  • The offer may have a Maximum Members limit
  • Once limit is reached, no more members can join

Actions for Members

As a group member, you can:

  • View other group members
  • See the member list
  • Participate in Group Messages
  • Submit acknowledgement confirmation (when applicable)

Pagination

For groups with many members:

  • Choose items per page (5, 10, 20, 50)
  • Navigate using Previous/Next buttons
  • See total member count

Pending Invitations Section

What It Shows

  • List of invitations sent
  • Invitation status (Pending, Accepted, Declined)
  • Email addresses of invitees

Managing Invitations

As the creator:

  • View all pending invitations
  • Track which invitations are still pending
  • See when invitations were sent

Group Member Workflow

1. Creator Receives Group Offer

Offer received → Set as Group type → Max members defined

2. Creator Invites Members

View Group Members → Invite Members → Send Email Invitations

3. Members Join

Receive Invitation → Accept → Status: Pending → Creator Approves → Status: Active

4. Group Offer Proceeds

All members active → Offer processed → Distributions sent to all

Best Practices

For Creators

Do:

  • Invite appropriate members
  • Send clear invitation messages
  • Approve members promptly
  • Keep members informed of status

Don't:

  • Invite random people
  • Leave invitations pending too long
  • Exceed needed member count

For Members

Do:

  • Respond to invitations promptly
  • Participate in group discussions
  • Submit confirmations when required

Troubleshooting

IssueSolution
Can't see "View Group Members"Verify it's a Group offer
Can't invite membersOnly creators can invite
Member limit reachedContact the provider
Invitation not receivedCheck spam folder, resend