Editing a Member's Profile
To edit a member's profile, please follow these steps:
- Navigate to the
All Members' Account table
via the Sidebar menu:Members submenu > Members' Profile
. Or clickMembers
from theQuick Menu bar
. - If you have a large data of members, in the
Search Term box
, type in the first name or last name of the member. In theSearch field dropdown
, select either First Name or Last Name. Click theSearch button
. - When you locate the member's profile record, scroll right to the
Actions column
and click theEdit button
to open the member's profile 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. The Member's Profile Edit form automatically saves changes as they are made. You will not find a submit button. After making changes, tab out of the field or click outside the field you edited. The field will be saved automatically.
Depending on your role/permission level or logic of the entity table, the Edit button or CTRL + double-click functionality might not be available.