Members Page: Directory, Roles, and Financial Holdings

Use the Palladium AI Members page to view your team’s member directory, manage roles, and track each member’s cumulative savings and loan holdings.

The Members page gives you a complete, team-scoped view of everyone on your cooperative or community finance team. From a single screen you can see who belongs to the team, what role each person holds, and how much each member has contributed in savings or borrowed through approved loans — all drawn from live data.

Member Directory

At the top of the page, an avatar strip gives you an at-a-glance roll call of your team. Each avatar is a circle displaying the member’s initials, with a role badge beneath it indicating whether the person is a standard member or an admin.

Below the avatar strip, the full member table lists every person on the team with the following columns:

Column	Description
Name	The member’s display name
Email	The email address associated with their account
Savings Total	Cumulative sum of all deposit amounts recorded for this member
Loans Total	Cumulative sum of all approved loan amounts for this member

The table gives you a single source of truth for the financial footprint of each individual, without needing to filter the Savings or Loans pages manually.

Per-Member Holdings

The Savings Total and Loans Total columns shown in the directory reflect lifetime cumulative figures for each member:

• Savings Total — the sum of every deposit this member has made to the team, regardless of date.
• Loans Total — the sum of all approved loan amounts for this member.

Both figures sit side by side in the table, making it straightforward to compare a member’s deposits against their outstanding borrowing at a glance. For a detailed explanation of how these calculations are defined and how they relate to the team-level metric cards on the Overview page, see Savings & Loans Concepts.

Managing Members

Inviting new members — to add someone to your team, follow the steps in Inviting Members. Once an invitation is accepted, the new member appears in the directory and their records begin contributing to team-level metrics immediately.

Changing roles — admins can update any member’s role directly from the Members page. Role changes take effect immediately and control which actions a person can perform across the product — for example, only admins can approve or reject loan applications. For a full breakdown of what each role can do, see Roles & Permissions.