How Staff Can Update or Merge a Member Profile

Customer Success Advisor
Customer Success Advisor
  • Updated

Staff users can update certain parts of a member’s profile depending on whether the member has registered their account.

This article covers how to:

  • Update an unregistered member profile

  • Update a registered member profile

  • Merge duplicate member accounts

Quick Summary

Staff can update member information directly in the Staff Portal.

  • If a member has not registered, staff can edit any profile information.

  • If a member is registered, staff can only update fields the member has not already confirmed.

  • If a member has duplicate profiles, an admin can merge them into one account.


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Updating an Unregistered Member's Profile

If a member has not registered their account yet, staff can edit any information in the profile.

Step 1

Open the member’s profile and confirm the account status.

Look for “Not Registered” next to Last Login on the left side of the profile.

Step 2

Click Edit Profile.

Step 3

Update the necessary information.

Examples of information you may update:

  • Name

  • Email address

  • Phone number

  • Member details associated with the program

Step 4

Click Save to apply the changes.

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Updating a Registered Member's Profile

If a member has already registered their account, some profile information is locked because the member has verified it themselves.

Staff can still update fields that the member has not yet confirmed or entered.

Step 1

Open the member’s profile.

Step 2

Click More Actions.

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Step 3

Select Edit Profile.



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Step 4

Update the available information.

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Step 5

Click Save.

If the member needs to change information that is locked, they may need to update it directly in their account or contact support at support@culturello.com for assistance.

Merging Duplicate Member Profiles

If a member accidentally has multiple accounts, these profiles can be merged together by a Hub admin. Please confirm that these are in fact duplicate accounts and not siblings with similar names. 

⚠️ Once merged, this action can't be undone.

Step 1

Open the member profile.

Step 2

Click More Actions.

Step 3

Select Merge.




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Step 4

Search for the duplicate member profile by name.

Step 5

Select the correct profile from the search results.
 



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Step 6

Click Merge to combine the accounts.

After merging profiles, it is recommended to send the member a password reset email so they can log in using the correct account credentials.



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