The member info pop-up gives admins a single, organized view of a team member's key details without leaving the Manage Members page. It brings together the member's avatar, roles, units and jobs, External IDs, and custom fields, with a shortcut to the full profile, so you can see who someone is and where they work at a glance.
This article explains how to open the pop-up, what appears at the top, how the two tabs are organized, and what to expect when a member has no information to show.
Opening the Member Info Pop-up
- In Academy Admin, go to Organization > Manage Team Members.
- Find the member in the list.
- Select the member's name. The member info pop-up opens.
- Select the Units and jobs or Custom fields tab to switch between the two views.
Understanding the Pop-up Header
The top of the pop-up identifies the member and gives you a way to jump straight to their full profile. It contains the following:
- Avatar and name: the member's avatar appears at the top of the pop-up, next to the member's name.
- Role tags: the member's roles, both system roles and custom roles, appear as tags, the same way roles are shown on the Manage Members page.
- View profile button: this button stays at the top of the pop-up so it is always visible, with no scrolling needed. It appears only when profiles are enabled for your academy. When profiles are not enabled, the button is not shown.
Navigating the Two Tabs
Below the header, the member's information is organized under two tabs: Units and jobs and Custom fields. Each tab groups related details together, so you only see the information you are looking for. Select a tab name to switch between them. The tab that opens first is set by your academy admins (see "Choosing Which Tab Opens First" below).
Reading the Units and Jobs Tab
The Units and jobs tab shows where the member works and what they do. Everything is listed together in a single view, so you can scan the member's assignments without expanding items one by one.
- Each org node the member is assigned to appears as an entry, together with any jobs the member has there.
- A tag next to each entry shows the type of org node. For an Above Unit, the tag shows the name of the Above Unit type. For a Unit, the tag identifies it as a Unit.
- If an Above Unit type name is too long to fit in its tag, the name is truncated. Hover over it to see the full name in a tooltip.
- If an Above Unit or Unit title is long, it continues on a second row so you can read the whole title.
Reading the Custom Fields Tab
The Custom fields tab brings together the member's External ID(s) and other organization-specific details in one place.
- External ID(s): shown when the member has at least one External ID. Nothing is displayed for a member without one.
- Custom fields: only the custom fields that have a value for this member, and that are set to appear in member info, are listed. Depending on what your organization has set up, examples include employee number, employee status, employee type, date in job, and last hire date.
- The Custom fields tab appears only when the member has an External ID or at least one custom field with a value that is visible in member info. When there is nothing to show, the tab does not appear.
- External IDs and custom fields are displayed in the order your admins have configured.
Viewing Members With No Information
When a tab has no information to show for a member, the pop-up displays a short message in place of an empty area, so it is clear the information is simply not available for that person. The message has the header Nothing to view here and the description There isn't any information here for this person. It appears without an illustration.
Choosing Which Tab Opens First
Admins can control how the pop-up opens. They can choose which tab is selected when the pop-up opens, either Units and jobs (the default) or Custom fields, and set the order in which External IDs and custom fields appear on the Custom fields tab. These options are in Academy Admin > Settings > Academy > Team Members Settings. Under User field groups order, select the one you'd like to appear by default, and save.