Staff members can update different components of a member's profile depending on the member's registration status. This article will cover:
- Updating an Unregistered Member's Profile
- Updating a Registered Member's Profile
- Merging a Member's Duplicate Profiles
Let's dive in!
Updating an Unregistered Member's Profile
If a member is unregistered, you are allowed to change any piece of information in their profile. Here's how to do this:
- Confirm that the profile is not registered by double-checking that "Not Registered" appears on the left side of their profile next to Last Login.
- Click Edit Profile
- Update the information
- Click Save
Updating a Registered Member's Profile
If a member is registered, you will only be able to update the information they have not already confirmed or added themselves.
Here's how to do this:
- Click More Actions
- Click Edit Profile
- Update the information
- Click Save
Merging a Member's Duplicate Profiles
If a member has more than one account in your Hub, you can merge them together.
- Click More Actions > Merge.
Note: If you do not see this option, please contact us at support@practicegenius.com so that we can activate it for you. - Search for the name of the member, and click on it once it appears.
- Click Merge.
Once the member's accounts are merged, the member will be able to log into the Hub with whatever credentials they most recently used, or register their account using the usual process.