Modify a Member Profile

Training

• To edit a member's record on the back end of your site, first you need to search for the member record of interest using the Directory & CRM tab or the quick search at the top right of the back end dashboard.
  
  
• After you have found the member of interest, find their name in the results list, and then click on their name.
  
  
• On the pop-up, click "Edit Profile."

ISPI Specifics

• Make sure that the email field is accurate, other the member cannot update their password.
  
  
• You can modify the membership type and membership level. Do not grant any benefits that the member is not entitled to.
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• If a member is not able not log in, check first that their access is not suspended.
  
  
• Next, you can grant them a membership until tomorrow. This will allow them to log in as an active member and be able to renew their membership.
  
  
• CPT information are at the bottom of the profile. The Next Renewal Date and the Expiration Data contain the same information. Thanks for completing both.
  
  
• If the CPT Number is missing, ask Jennifer or Yvon. We will check the CPT Master list.
  
  

After Savings Your Changes, Always Test and Validate

• When you are done with your changes, make sure that you test and validate. To do this, sign as this member and check what the member sees.
  
  
• To sign in as another member, click on the member's name and the profile card will pop up.
  Select "Sign In as This Member," and you'll be prompted with a confirmation message. Proceed through the confirmation, and you'll land on the front end of your site, viewed as if you were the selected member.
  
  
• You can use this feature to verify that login is working fine, that a new password works, that a member has the option to renew their membership, etc...