Editing a Member's Account

To edit a member's account, please follow these steps:

  1. Navigate to the All Members' Account table via the Sidebar menu: Members submenu > Members' Accounts.
  2. If you have a large data of members, in the Search Term box, type in the name of the member. In the Search field dropdown, select Full Name. Click the Search button.
  3. When you locate the member's record, scroll right to the Actions column and click the Edit button to open the Edit Form. In desktop mode, you can also CTRL + double-click on the row to open the Edit Form.
  4. If you are on the member's Account Details view, click Actions from the Top Actions bar and select Edit Member's Account.
  5. 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:

  1. 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.
  2. Role. The Role dropdown is used to assign a different role to the member.
  3. 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.