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Onboarding Guide: Operator Platform - Memberships

Manage Memberships in Engagement

View and search membership holders. Lists can be filtered for management.

  • The membership screen displays a list of all memberships. This list includes all imported membership data where a third party integration is in place as well as any manually generated memberships.

  • Membership lists can be filtered by the field parameters at the top of each column.

  • Memberships can also be searched for by using the search tool and inputting a membership reference, name or email address.