Overview
This article guides you through the process of modifying a Member's details.
The article is divided into the following nine topics:
Prerequisites
Role
Scope
Rules
Use case
Navigation
Branch level
Modify a member's profile
Modify a member's photo
Prerequisites
Role
Your Role must have the Manage member Permission.
Scope
You must have a Role within the Branch the Member "Belongs to".
Rules
Members are modified within their Home branch only (where they "Belong to")
For more information on Roles, click here.
For more information on Permissions, click here.
Use case
There are several reasons you would modify a Member:
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Update their Member profile (personal details)
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Change their photo
- Change their Access card number
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Add Notes against the Member
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Attach files to the Member
Navigation
Members are modified at Branch level:
Branch level
To modify a Member:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on Members
Modify a member's profile
To modify a Member's profile:
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Select the Member from the Member list |
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Click Edit within the Member profile panel |
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Make your changes to the Member profile For more information on what you can edit, click here. |
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Click Update |
Modify a member's photo
To modify a Member's photo:
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Select the Member from the Member list |
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Click on the edit icon next to the photo frame (below the Member's name) |
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Upload a photo Note: The photo image must be jpg, jpeg, png or gif format, and not exceed 10MB in size. Images are automatically resized to fit the photo frame There are three ways to do this:
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Preview the image Note: The preview may appear to crop the top and bottom from your image, however, this is not the case when it is displayed in the Member's profile |
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Click Save |
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The Member's photo is uploaded |