Edit Member

Edit Member

To edit a member, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User Options page, click “View Members”; then, hover over the action icon & select “Edit”.  Make changes to the member profile as needed; then, click “Save”. 

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    • View/Edit Member Additional Info

      To view/edit a member’s additional information collected via member custom form, click on “User Management” & search for the user account.  Next, hover over the Action icon to the left of the user, & select “View User Options”.  On the View User ...

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      Add Note: View Member: To add notes for a member on a user account, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click ...

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      To edit a custom form, click on "Configuration" & select "Custom Form"; then,hover over the Action icon to the left of the custom form, & select "View/Edit".  The custom form will open in view mode. To modify the custom form, click the pencil icon in ...

    • Adding a Custom Form

      To add a custom form, click on "Configuration" & select "Custom Form"; then,click the "+" in the upper/right.  Enter a name for the form, & select the form type from the dropdown.  If form type selected is "Member", select one or both of the activity ...

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