Editing a Member's Profile

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

  1. Navigate to the All Members' Account table via the Sidebar menu: Members submenu > Members' Profile. Or click Members from the Quick Menu bar.
  2. 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 the Search field dropdown, select either First Name or Last Name. Click the Search button.
  3. When you locate the member's profile record, scroll right to the Actions column and click the Edit 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.
  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. 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.