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.

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

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

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

Decide which criteria to use to select a member and choose 'Edit Selected Member'. All of the members that match the criteria will be listed.

 

How to Edit a Member's Details
3. Choose 'edit' next to the member to bring up their profile

Choose 'edit' next to the member to bring up their profile

 

How to Edit a Member's Details
4. 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
5. 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
6. 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.

 

7. A password reset email can be sent to the member by clicking 'Send Password Reset Link' next to the username field

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

 

8. 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 to generate an email. Clicking on a link in that email will allow you to login as the user.

 

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

The member plan can be found in the 'Member Plan' field. Click on 'View Plan Settings' to see the details of the plan.

 

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

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

 

11. 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 'Apply These Changes' button found at the bottom of the page.