Members are the people who belong to your space. This guide covers how to create them, the minimum information you need to provide, and how to read the member profile once a member exists. For a wider view of how members move from sign-up through active use and offboarding, see Member lifecycle.
The members list
The Members page shows everyone in your current workspace. Each row displays the member's photo (or a placeholder icon), their name, their Team or business, their status, and any current assignment.
- Name: Members who have not yet signed the membership agreement show a Pending badge next to their name. The badge clears once the member signs the agreement.
- Team / Business: If the member belongs to one or more Teams, the first team name is shown with a building icon, and a +N indicator appears when they are on more than one team. If they are not on a team, their free-text business name is shown instead.
- Status: Shows Active, Disabled, or Paused. Pause is separate from disable: a paused member is still an active member, just blocked from access, so they are flagged as Paused rather than Disabled. See Pausing and disabling members.
- Assignments: Shows the first asset assigned to the member. If nothing is assigned, an Assign button appears so you can attach a space directly from the list.
Above the table you can switch between Active and Disabled members, search by name, business name, or team name, and reach the Add Member and Bulk Import actions. Clicking any row opens that member's profile. The row menu also offers View profile, Edit member, and Disable or Enable.
The members area requires at least admin-level access. If your account is scoped to a single location, you see members whose home (primary) location matches the location you are working in.
Creating a member
Click Add Member on the Members page to open the new member form. The form is organized as a profile photo and notes panel on the left, with three tabs on the right: Personal, Business, and Access.
Minimum required fields
Only three fields are required to create a member:
- First Name
- Last Name
- Email (must be a valid email address)
Everything else on the form is optional. If a person with that email is already a member of this workspace, creation is blocked. If the email belongs to someone who already exists in Deskie but is not yet in this workspace, they are added to the workspace rather than duplicated.
Personal tab
This tab holds the member's basic contact information: First Name, Last Name, Email, and Phone Number. The phone field accepts international formats and is validated (7 to 15 digits), but it is optional.
Business tab
This tab covers two things:
- Teams: Link the member to one or more Teams, each with its own role (Manager or Member). Teams are used for shared billing, manager visibility, and grouped views. When a team is linked, the team name takes precedence over the business name in list views.
- Business Details: Free-text employer information for solo members who are not on a team: Business Name, Business Email, and Business Phone. The business email is validated as an email when provided.
Access tab
This tab controls where the member belongs and, if applicable, their digital access:
- Location Access: If your workspace has more than one location, you choose which locations this member can access and their role (Admin or Member) at each. If you have only one location, the member is automatically assigned to the default location and no picker is shown. See Workspaces and locations and Roles and permissions.
- Kisi Access: If your workspace has the Kisi door integration configured, this tab notes that Kisi group assignments become available after the member is created. Door access is managed afterward from the member profile. See Door access overview.
Profile photo and private notes
The left panel of the form lets you upload an optional profile photo (image files only, up to 10MB) for easy recognition. Below it, you can add a Private Note, an internal note for staff reference that is not shown to the member.
What happens when you save
When you save a new member, Deskie creates the user account, adds them to the workspace as a Member, creates their member profile, applies any team and location assignments, and then sends them a welcome email. The welcome email links the member to an onboarding page where they complete their details and sign the membership agreement. The email uses your workspace's custom welcome content when configured, and is skipped entirely if welcome emails are turned off for the workspace. For more on onboarding, see Inviting and onboarding.
To bring in many members at once, including their saved card details, use Bulk Import instead of adding them one at a time.
The member profile
Opening a member shows their full profile. A shared left column stays visible across every tab and summarizes the member, while the right side switches between tabs of detail. Action buttons at the top let you email the member, pause or unpause them, disable or enable them, and edit their details.
The shared left column
The left column shows the member's photo, name, and status badge (Active, Inactive, or Paused), along with their teams or business name. Below that:
- Contact Info: Personal details (email, phone, and a Member since date, which is the date the membership agreement was signed) and, when present, business details (business name, phone, and email).
- Membership Agreement: Shows whether the agreement has been signed and the signing date. When signed, a download button is available.
- Billing Info: The member's saved payment methods and card details. See Payments and ACH.
Banners
If the member is paused, an Access paused banner appears at the top of the detail area, including the pause reason when one was given. If the member has not finished onboarding, an onboarding banner appears so you can resend the onboarding email.
Overview tab
Shows the member's latest activity as a short timeline (the five most recent events) and an internal Notes section for staff. Notes are not visible to the member. See Notes and tagging.
Assignments tab
Lists everything currently assigned to the member, such as a private office, dedicated desk, plan, mailbox, or parking. Each entry shows the asset image, type, start date, and rate with its billing interval, and a menu to manage the assignment. See Assignments.
Credits tab
Shows the member's credit balances and usage history, and lets you grant credits. See Account credits.
Billing tab
Shows two summary figures, Lifetime Revenue (the total of the member's paid invoices) and Balance Owed (the total of their sent and overdue invoices), followed by a transaction history that switches between invoices and payments. If the member is exempt from automatic billing, a notice explains that they are skipped by the daily auto-charge and the Charge All batch, though manual per-invoice charges still work. See Member activity and billing and Billing cycles and auto-charge.
Access tab
Shows the locations the member can access and their role at each. When the relevant integrations are configured, it also shows Kisi, Unifi, and Deskie Access cards for managing the member's door and network access. See Door access overview.
Activity tab
Shows the member's full activity history pulled together from across Deskie, including invoices and payments, resource bookings, pass purchases, event tickets, visitor check-ins, emails and SMS sent to the member, door unlocks, and pause and unpause events. The Overview tab shows a condensed version of this same history.
Editing a member
Use the Edit button on the profile (or Edit member from the list) to update a member. The edit form uses the same Personal, Business, and Access tabs as the create form, plus a Billing tab that lists the member's cards on file and holds the exempt-from-automatic-billing and tax-exempt toggles. To change a member's workspace role (Owner, Admin, Member), use the workspace Roles area rather than the member edit form. See Roles and permissions.