Updating a Member's Profile Information

Customer Success Advisor
Customer Success Advisor
  • Updated

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: 

  1. 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.
  2. Click Edit Profile

    Screen_Shot_2021-10-12_at_12.13.09_PM.png

  3. Update the information 
  4. Click Save

    Screen_Shot_2021-10-12_at_12.14.52_PM.png

 

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: 

  1. Click More Actions

    Screen_Shot_2021-10-12_at_12.16.49_PM.png

  2. Click Edit Profile

    Screen_Shot_2021-10-12_at_12.18.53_PM.png

  3. Update the information 
  4. Click Save

    Screen_Shot_2021-10-12_at_12.14.52_PM.png

 

Merging a Member's Duplicate Profiles

If a member has more than one account in your Hub, you can merge them together. 

  1. 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. 

    Screen_Shot_2021-10-12_at_1.03.28_PM.png

  2. Search for the name of the member, and click on it once it appears.

    Screen_Shot_2021-10-12_at_1.05.36_PM.png

  3. Click Merge

    Screen_Shot_2021-10-12_at_1.06.13_PM.png

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.