View the details of a member

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Finding and viewing the details of your members.

Where to find:

  1. Login to operator.knowork.co.
  1. Click on the CRM dropdown on the left sidebar. Then click on the Members tab to go to operator.knowork.co/members.
  1. Click on a member you want to view the details of.

Here you can view:

  • Account details by clicking Account. To learn how to edit account details, please click here.
  • Plans of the member by clicking Plans. To learn more, please click here.
  • Invoices of the member by clicking Invoices.
  • The notes, added by the operator for the member by clicking Notes.
  • The member's activities by clicking Activities.
  • The member's wallet by clicking Wallet.
 
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Protip: to find the member faster, use the search bar above the list.
 

If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.