Managing Members
In Ascent, a Member is any individual or business that has applied for a product or holds an active account. Members may or may not have login credentials to access the platform directly.
The Members Table is where you manage the individuals and businesses your institution interacts with. Every applicant who submits an application or holds a product in Ascent is represented as a Member.
This table provides a real-time overview of all Members and allows you to create and manage Member records.
Members Table Overview
The Members Table lists every Member in your system. Each row displays:
Name: The primary contact or business name
Verification Status: Indicates whether the Member has signed in and completed onboarding
Linked User Account: Shows whether the Member has a login account
Actions Menu: Quick actions for managing the Member record
Click a Member row to open the Member Profile, which shows detailed information across associated applications, reviews, and requests.
Note: Not all Members have user accounts. A Member record is created when someone applies for a product, but login credentials are only needed if they want to access the Applicant Portal.
Adding a New Member
To add a new Member:
Click the Invite button at the top of the table.
Enter the new Member's email address and click Add. The invitation will be sent to this email address.
Select whether the Member is a Consumer or Commercial entity.
If you select Commercial, enter the Business Name. This organizes records and determines workflow eligibility.
To add multiple Members at once, repeat the process starting from entering an email address.
Once submitted, the Members appear in the table and receive an invitation email to create an account.
Member Actions
Available actions for each Member:
Delete a Member Invite: Withdraw invitations that were sent in error or haven't been accepted
Add User Account: Create login credentials for Members who need platform access
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