A member's dossier
Open a member's dossier to see their activity, internal notes, and documents.
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The member dossier gives you a complete view of someone in your organization. It's available to the owner and board members.
How to open it
In People → Members, double-click a member's name. A side panel (the dossier) opens — it can also be accessed directly via a link, and closes with Esc or a click outside it.
What it contains
The member's identity details.
Activity summaries: membership fees, tasks, and attendance, with links to the relevant modules.
The member's documents.
Internal administration notes.
The “Request document” button to request a document from that member.
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