Members

What's Covered

This video walks through the Members area of Our Cat Herder — how to add and remove members, manage roles, work with action assignees, and enforce multi-factor authentication.

Members vs Action Assignees

The Members page has two tabs:

• Members — people who can log in and access your portal. They can engage in discussions, meetings, actions, decisions, documents, links, and more.
• Action Assignees — people who will never access your portal but can have actions assigned to them. When you assign an action to an action assignee, they receive a notification. You can capture their name, email, and phone number for reference.

Viewing and Filtering Members

• Use the filter to search for members by name
• Click a member's name or the edit button to open their profile
• Hover the status icons next to a member to see information such as whether their account has been activated and whether multi-factor authentication is enabled

Adding a Member

1. Navigate to Members from the main left menu
2. Click Add and select Member
3. Enter the person's email address and click Next
4. Fill in their title, first name, and phone number
5. Choose a role — roles drive levels of access within Cat Herder. Admin has full access to everything, while lower roles such as Other have much more restricted access. See Roles, Permissions & Access for more detail.
6. Click Invite

If you have the fully unlocked version of Cat Herder (not a trial), you can also Bulk Add Members by importing a CSV file.

Adding an Action Assignee

From the same Add dropdown, select Action Assignee and fill in their details. They will appear on the Action Assignees tab and can be selected when assigning actions elsewhere in the portal.

Resending an Invitation

If a member has not activated their account and cannot find the original invitation email, click the envelope icon next to their name in the members list. Confirm the resend and they will receive a new invitation.

Member Profiles

Click a member's name to view their profile. Before activation, limited information is shown. Once a member has activated and logged in:

• Their profile picture can be modified
• Their email can be updated
• Additional profile information becomes available
• Activity log entries for the last 90 days are visible

Updating a Member's Name

Members must update their own name through their My Details / My Profile area after activating their account. Admins cannot change a member's name on their behalf.

Removing a Member

You can remove a member in two ways:

• Click Remove on their profile
• Remove all their roles — Cat Herder will recognise it is the last role and prompt you to confirm disassociation

When a member is removed, they are disassociated from the portal but their historical data is preserved. Any meetings they attended, actions they were assigned, and decisions they participated in will still be visible.

Re-adding a Removed Member

If you accidentally remove a member, simply add them again using their email address. Cat Herder will recognise the existing user and ask you to assign a role — no new account creation is needed.

Understanding Roles and Multi-Portal Access

• Users are independent entities that can be added to multiple portals, each with different roles and permissions
• Information does not cross over between portals
• We recommend assigning one role per member. Multiple roles can potentially cause permission conflicts where a more restrictive role overrides a less restrictive one.

Member Term

Member term is a recording field only — it does not drive any access or automatic removal. To revoke a member's access, you must remove them or remove all their roles.

Enforcing Multi-Factor Authentication (MFA)

Any user can enable MFA on their own account through their profile. As a portal admin, once you have enabled MFA on your own account, you will see the Enforce MFA option.

When enforcement is enabled, any user who tries to access your portal will be required to set up MFA before they can proceed.

Discuss Before Enforcing

We highly recommend discussing MFA enforcement with your members before enabling it — especially if you have non-technical users. If enforcement is enabled without warning (e.g. just before a board meeting), members who are unfamiliar with MFA may be unable to access meeting papers.

Exporting the Member List

Click Export Member List to download a CSV file containing member names, contact details, member terms, and other profile information.