Viewing Member Details

Every roster entry links to a detailed member profile where you can review and manage a Safety Team member’s information, compliance status, and confidential notes.

Accessing a Profile

1. Navigate to the Roster page.
2. Click the Edit link in the Actions column for the member you want to view.
3. The full profile opens in a new view.

Profile Form Sections

The member profile is organized into the following sections:

Profile Information

Core identity fields for the Safety Team member:

• First Name — Legal first name.
• Last Name — Legal last name.
• Preferred Name — The name displayed throughout the platform (the “goes by” name).
• Email — Primary contact email, also used for login.
• Phone — Contact phone number.

Account and Access

• Account Status — Current status (Active, Reserve, LOA, Deferred, Inactive, Ineligible).
• Role — The member’s assigned role within the platform.

Notification Preferences

Controls for how the member receives alerts and communications from the platform.

Firearms Authorization

• Authorization Type — The type of firearms authorization held (e.g., Concealed Carry, Law Enforcement, or NONE).
• Is Authorized — Whether the member is currently cleared to carry.

Compliance Requirements

A dynamic list of compliance items specific to your organization’s configuration. Each item shows its current status and expiration date. Administrators can click a compliance card to update it: the update modal provides separate Issued Date (tracking when an invitation, background check, or training link was sent) and Completed Date fields. Issued Date is a calendar day (YYYY-MM-DD) on or before the organization’s today, plus one day of grace; a future issued date is refused. Pending requirements with an issued date display how long the item has sat in the organization’s time zone (e.g., “Issued 2026-11-10 - 5 days ago”) so leaders can monitor follow-up needs. See Compliance Tracking for more detail on how these work.

Administrative Actions

• Send Invite — Re-send the invitation email to the member.
• Password Reset — Trigger a password reset email.

Contact Information

Contact details are visible to all Safety Team members for coordination purposes.

Squad Assignments

Lists all squads the member belongs to, with their role in each squad.

Profile Notes (Leadership Only)

Profile Notes are confidential records visible only to Organization Admin and Oversight roles. They appear in an amber-bordered card with a lock icon and a label reading “Not visible to this member.”

You can use Profile Notes for interview observations, performance documentation, pastoral concerns, or any sensitive context that leadership needs to track.

Adding a Note

1. Click the Add Note button within the Notes section.
2. Enter your note text in the dialog.
3. Optionally attach a file (encrypted at rest, up to 10 MB).
4. Save the note.

Note Details

Each note displays:

• Author — Who wrote the note.
• Timestamp — When the note was created.
• Attachment — A downloadable link if a file was attached.

Deleting a Note

Only the original author of a note or a Platform Admin can delete it. This protects the integrity of leadership records.

What You Can Do

Your available actions depend on your role:

Role	Actions
Member	View only (no Edit link visible)
Squad Lead	View, add to squad
Coordinator	View, edit contact info, update compliance dates
Leadership / Organization Admin	Full edit access, change status, manage notes

Next Steps

• Editing Member Status — Change a member’s account status.
• Adding a New Member — Onboard new Safety Team members.