How do I edit a member?

To edit a member, follow these steps:

1.      Go to the Admin Tools tab at the top.

2.      Go to Member Management under the Organization Management heading.

3.      Select the member you’d like to revise or update:

a.      Scroll down to find the company you’re looking for.

b.     Search via the search bar in the top right corner.

search bar

c.      Filter results by Member Type by expanding the Advanced Options arrow.

filter results by member type

4.      Click on the yellow pencil icon on the far right side of the member’s name.

members listed with icons on the far right

5.      Edit the member with the following fields:

a.      Member ID

b.     Member Type

c.      Company

d.     First Name

e.      Middle Name

f.        Last Name

g.      Email Address

h.      Business Title

i.        Business Phone Number

j.        Extension

k.      Mobile Phone Number

edit member form

l.        Email Notifications

                                                              i.      Check/Uncheck All

                                                            ii.      Incoming Referrals

                                                          iii.      Announcements

                                                          iv.      Files Added

                                                            v.      New Events

                                                          vi.      Polls Open

m.   Profile Photo

                                                              i.      Replace or Remove

email notifications and profile photo

n.      Join date

joined date

o.      Enter and Confirm Password.

p.     Optionally check the Make this member a site admin box.

enter and confirm password and site admin checkmark

q.     Click on the blue Update Member to edit this member in your organization.

update member button

 

Didn't find what you’re looking for? Contact Biznomos Support online or call toll-free at 1-800-232-3989 for additional help.

You cannot comment on this entry