How to Edit a Member's Details

Tutorial

Edit Member Details is an easy way to edit any information about a particular member on your site. 

Click on each section to expand for more information.

The Member Details page can be found under Members > Edit Member Details

The Member Details page can be found under Members Edit Member Details

Decide which criteria to use to select a member and choose 'Edit Selected Member'

Decide which criteria to use to select a member and click the button. All of the members that match the criteria will be listed.

How to Edit a Member's Details

Click the 'edit' link next to the member to bring up their profile

Click the 'edit' link next to the member to bring up their profile

How to Edit a Member's Details

Find Reports About the Member

To see the history of the member hover over the History link.

To see the member's transaction, click on Transactions

Or to check the member's activity (like Logins, Successful or Failed Transactions or lockouts), click on Member Activity

How to Edit a Member's Details

Any of the fields can have information added or changed.

Any of the fields can have information added or changed.

How to Edit a Member's Details

An email message can be sent to the member by clicking on the envelope icon next to the email address

An email message can be sent to the member by clicking on the envelope icon next to the email address.

How to Edit a Member's Details

A password reset email can be sent to the member by clicking 'Send Password Reset Link'

A password reset email can be sent to the member by clicking Send Password Reset link under the 'Account Details' section

How to Edit a Member's Details

For testing purposes, sometimes it helps to login as the user

For testing purposes, sometimes it helps to login as the user. Click the Login as User link under the 'Account Details' section to generate an email. Clicking on a link in that email will allow you to login as the user.

How to Edit a Member's Details

The member plan can be found in the 'Member Plan' field

The member plan can be found under the Account Details section. Click on View Plan Settings to see the details of the plan.

How to Edit a Member's Details

To update the credit card, click on the box next to 'Update Payment Details'

If updating credit card information, remember to update all 4 fields for the token profile to be updated correctly at the payment gateway

How to Edit a Member's Details

When all of the changes have been made, click on the 'Apply These Changes' button

When all of the changes have been made, click on the found at the bottom of the page.