--- title: "Member Management Overview" description: "Browse, filter, group, and customize the list of everyone added to your organization in Mosaic." url: https://support.mosaicapp.com/en/articles/782-member-management-overview collection: "Member Specific Settings" updated: 2026-11-07 language: en --- # Member Management Overview Browse, filter, group, and customize the list of everyone added to your organization in Mosaic. ## Overview The Members table lives in Organization Settings, under People, and lists everyone who has been added to Mosaic, whether for resource planning, product access, or both. A recent update added quick filters by access type, a page-level filter and grouping system covering most member attributes, and full control over which columns the table shows and in what order. You can shape the table into the exact view your team needs without leaving the page. ![Settings > Members screen showing member counts, filters, and a table of members with status, membership, access level, roles, and regions. Visible: Settings, Members, Invite to Mosaic, 143 STANDARD MEMBERS, 2 CONTRACTORS - INTERNAL, 0 PROJECT CONTRACTORS.](https://staticfiles.gleap.io/ghelparticle/kpe5IwoUJAeD1Tofeb77EassXI7OrwGbJfsAKgo5RmDYJQi767uG3MPu7mc3qC239XS8lclcuZH.png) * * * ## What You See - **Invite to Mosaic.** For non-integration teams, opens the invite flow for adding a new member. [How to add members to Mosaic?](https://support.mosaicapp.com/en/articles/313-how-to-add-members-to-mosaic.md) - **Summary tiles.** Five counts run across the top of the page: Standard Members, Contractors - Internal, Project Contractors, Project Guests, and Total Archived. Each tile carries its own checkbox. - **Access Level and Status chips.** Shown above the table by default, with a funnel icon next to them that opens the full filter panel and a search icon that opens a name or email search box. - **View controls.** A row of icons above the column headers expands or collapses every group at once, switches the list layout, sorts the table, and opens the Group By menu. - **Edit Columns.** A button on the right of the toolbar opens the list of every column available on the table. ![The Settings > Members screen shows a member table with the Edit Columns menu open; a red arrow points to the Edit Columns button. Visible: Settings, Members, Invite to Mosaic, 143, STANDARD MEMBERS, CONTRACTORS - INTERNAL.](https://staticfiles.gleap.io/ghelparticle/yDFxD7hzZTRBJ8pFt67Ve74OHc2cSSwCHLNAFa88RZi2Q8aE7Vj1SWiuIzmR9lCqXNaOQSsJzro.png) - **Member rows.** Each row shows a reference number and name by default, plus whichever columns are turned on. - **Member Attributes.** Depending on what attributes your team needs, customizable by the column selector. * * * ## How To Filter the Member List 1. Select one or more summary tiles at the top of the page to narrow the list to that access type right away. Standard Members, Contractors - Internal, Project Contractors, and Project Guests mirror the Membership types described in [Mosaic Membership](https://support.mosaicapp.com/en/articles/161-membership.md); Total Archived shows everyone archived from the organization. 2. Select the funnel icon next to the Access Level and Status chips to open **Add Filters**. 3. Turn on any attribute you want to filter by. Confirmed options include Access Level, Status, Alternate Roles, Capacity, Chello Plan, Department, End Date, Location, Managers, Notifications, and Offices. 4. Set the values for each filter you add. Filters stack, so you can combine Access Level with Department, for example, to see only Work Planners in a specific department. 5. Select the search icon to search the list directly by a member's name or email address instead of, or alongside, your filters. ![The Settings > Members screen shows member categories, an open Add Filters panel, a members table, and the Edit Columns button. Visible: Settings, Members, Invite to Mosaic, 143, STANDARD MEMBERS, 2.](https://staticfiles.gleap.io/ghelparticle/cjTdZsDsd24f2O3oG4TEGJS4w73JTTyjTLLrwzUojL68Xv5YgS5vfaIKp3JBXFVyHQetFIlDdmM.png) * * * ## How To Group and Sort Members 1. Select the group icon in the view controls row to open **Group By**. 2. Choose an attribute to group by. Confirmed options include Access Level, Alternate Role, Capacity, Chello Plan, Department, Discipline, Location, Manager, Membership, Notifications, and Office. 3. Grouping by Access Level breaks the table into rows like **Base Member - All Projects**, **Base Member - No Access**, **Work Planner - Can View All Projects**, **Work Planner - Can View Projects They Are a Member**, and **Work Planner - Can Edit All Projects**, each with its own member count. 4. Grouping by Discipline breaks the table into each discipline your organization uses, such as Architecture, Engineering, Structural, or Civil, each with its own member count. 5. Select the double arrows at the top of the grouped view to expand or collapse every group at once. 6. Use the sort icon to sort the current view, or select a column header to sort by that column. ![The Members screen in Settings shows a member list with the Group by menu open and options such as Access Level, Department, and Location. Visible: Settings, OVERVIEW, General, PEOPLE, Members, Permissions.](https://staticfiles.gleap.io/ghelparticle/o8Oq7UXcBC7CCmKrypkjatfjM2g7vbOAyoA9hvMHVpnRdTG0GdHWiXlQq4WqsbaQZaQUsaKego2.png) * * * ## How To Customize Columns 1. Select **Edit Columns** on the right side of the toolbar. 2. Status, Email, Membership, Access Level, Role, and Alternate Roles are on by default. Turn on any additional column you want to see. 3. Attribute Columns options are: 1. **Access Level.** _Sets Member access level in Mosaic; such as Base Member, Work Planner, Budget Manager or Admin._ 2. **Alternate Roles**_. Supplemental role labels you can add to a member for planning purposes only._ 3. **Capacity**_._ Sets the member’s available hours per day, pulled from a standard capacity policy or customized per member. 4. **Chello Plan**_. Shows which Chello plan, such as Base, that member is currently on._ 5. **Departments**_._ Groups the member by department so you can filter and report on them in spaces like Workload, and a member can belong to more than one. 6. **Disciplines**_. I_dentifies the member’s professional field, such as architecture or structural engineering, so you can categorize, filter, and staff by overarching domain. 7. **Email**_._ The member’s email address, used for login, notifications, and resending their activation invite. 8. **End Date**_. Optional fields for recording when a member started or is ending at the company, for your own record keeping._ 9. **Location**_._ Sets the member’s main work address, chosen from an office or entered as a custom address, which Mosaic can use for proximity-based project requirements. 10. **Managers**_. Shows who manages that member, so you can see who's responsible for them at a glance._ 11. **Membership**_. Sets the member’s access type, such as Member, Internal Contractor, External Contractor, or Project Guest, which determines how much of Mosaic they can reach._ 12. **Notifications**_. A toggle per member for whether they receive email notifications._ 13. **Offices**_. Assigns the member to an office, which you can use to filter them in spaces like Workload._ 14. **Portfolios**_._ Shows whic_h portfolios the member is associated with._ 15. **Region**_. Assigns the member to a region so you can filter and report on them in spaces like Workload._ 16. **Role**_. Sets the member’s default role, applied when they’re added to a project, which drives filtering and role-based reports._ 17. **Skills**_. Tracks the member’s proficiency in specific skills, such as software tools or project experience, rated from beginner to expert._ 18. **Start Date.** _Optional fields for recording when a member started or is ending at the company, for your own record keeping._ 19. **Status**_. Shows the members status; active or inactive._ 20. **Time Entry**_. Controls whether the member can log time in Timesheets._ 21. **Time Off**_. Assigns the member a PTO policy, such as the standard US PTO policy._ 4. Drag a column within the Edit Columns list to change where it appears in the table, from first to last. 5. Close the panel. Your column selection and order are saved for your next visit. ![The Edit Columns menu is open over a table, and a red arrow points to the Edit Columns button while a red outline marks the column drag handles. Visible: Edit Columns, Type name or select below, Select All, Email, Status, Membership.](https://staticfiles.gleap.io/ghelparticle/6qtuwi3nj4ZaV6uzG8TkQ8Qjn3laBgDolHAVoFNmGmLfYAnriJjy6YUqL0DSD7ioWp3eomLmyl6.png) > **Success:** _Status replaces the former ‘Base Member - No Access’ permission - allowing additional restriction for log-in ability to Mosaic._ * * * ## Exporting the List Use the export control in the view controls row to export your current filtered, grouped, and sorted view of the Members table. ![Members screen showing the Standard Members table; a red arrow points to the export icon, with a menu of CSV and XLSX export options open. Visible: Members, Invite to Mosaic, 143, STANDARD MEMBERS, 2, Export.](https://staticfiles.gleap.io/ghelparticle/OV5xxXSRXVollu2dsRHVpKoJqyFBIfhzX3l83IkdCdkpyvsTyCFz7VuHLVGYJwVYVzVnLcYD3rr.png) * * * ## Tips - **Layer filters for precision.** Combine Access Level, Department, and Location to find exactly the group of members you need instead of scanning the full list. - **Group by Access Level before an access review.** It's the fastest way to see every Base Member with no project access, or every Work Planner with edit rights across all projects, in one place. - **Turn on Start Date and End Date for staffing planning.** Recording when someone joins or is leaving makes it easier to plan their workload ahead of time. * * * ## Related Articles - Editing Member Access and Status - [How to add members to Mosaic?](https://support.mosaicapp.com/en/articles/313-how-to-add-members-to-mosaic.md) - [Mosaic Membership](https://support.mosaicapp.com/en/articles/161-membership.md) - [Access Levels](https://support.mosaicapp.com/en/articles/93-access-levels.md)