Members Module

The Members module is the band's roster: names, contact details, and — for those who also have an app account — a link between their roster entry and their sign-in. It's also where all the equipment currently signed out to someone is visible and managed in one place.

Browsing & Searching Members

Note: adding and deleting members is governed by Library edit access, not a separate Members-specific edit permission, even though Members has its own visibility tier.

• Search — by name, email, or phone.
• Sorted alphabetically by full name (no A–Z index strip — rosters are assumed short enough not to need one).
• + button — add a new member. Requires Library Full access
• Swipe to delete. Requires Library Full access

Adding & Editing a Member

Assigning or unassigning Instruments/Other Assets requires Instruments Full access; assigning or unassigning Uniforms requires Uniforms Full access — separately from the Library access that gates reaching this form at all.

• First Name, Last Name, Email — required. Phone Number — optional.
• Linked Account — link this roster entry to an app user's sign-in.
• View Permissions — shortcut to that user's Edit Permissions sheet. Admin only
• Remove from Organisation — removes the linked user's account from this org; disabled while they still hold any outstanding gear. Admin only
• Assign gear at creation — when adding a brand-new member, optional pickers let you immediately assign an Instrument, Uniform, or Other Asset (with an “Add New” shortcut for each), so a new member can walk out fully equipped.
• Signed Out sections (existing members) — separate lists of Instruments, Uniforms, and Other Assets currently assigned to this member, each with swipe-to-unassign/return and an inline Assign picker + Assign button + Add New shortcut.
• Library Loans section — a read-only list of this member's active loans; only populated if they have a linked account.
• Return All Gear — bulk-returns every instrument, uniform, other asset, and loan this member currently holds in a single action, with a confirmation listing the exact counts first.

Importing Members from a Spreadsheet

Reached from Settings → Import → Import Members.

• Pick a .xlsx file, then map columns to First Name and Last Name (required), Email, and Phone.
• Preview — distinguishes rows that will create a new member from rows that match an existing member by email or name and will only fill in that member's currently-blank fields (existing data is never overwritten).
• Confirm, progress bar, result summary.