Updating a Member's Profile Information

Customer Success Advisor
Customer Success Advisor
  • Updated

Staff users 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, they can be merged together. Please note, only Hub admins can access this feature.

  1. Click More Actions > Merge.


    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, you can send a password reset link to ensure that the member can log into the account with the correct credentials. 

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