Editing a Member's Account
To edit a member's account, please follow these steps:
- Navigate to the
All Members' Account table
via the Sidebar menu:Members submenu > Members' Accounts
. - If you have a large data of members, in the
Search Term box
, type in the name of the member. In theSearch field dropdown
, select Full Name. Click theSearch button
. - When you locate the member's record, scroll right to the
Actions column
and click theEdit button
to open the Edit Form. In desktop mode, you can also CTRL + double-click on the row to open the Edit Form. - If you are on the member's
Account Details view
, clickActions
from theTop Actions bar
and selectEdit Member's Account.
- Perform the necessary updates and click the Submit button to save your changes.
Within the Member's Account Edit Form, you can update the following:
- Email. You can update the primary (login) email address of the member from here. Note that this will not update the email in the profile details.
- Role. The Role dropdown is used to assign a different role to the member.
- Login Status. The Login Status can be used to disable a member from logging into your church backend if he or she already had access.
Depending on your role/permission level or logic of the entity table, the Edit button or CTRL + double-click functionality might not be available.