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Editing a Members profile
Profiles are designed to be shared across multiple roles. Editing the details in the profile will make the change for any roles that profile is associated with.
Via the Members page
Select the Member icon on the left-hand side menu bar
Search for the Member and select their Membership by clicking on the blue highlighted name
On the Member's Dashboard, scroll to the Members panel
Select the Profile button. This will take you to the profile of the Member
Select Edit Profile in the top right of the profile and edit the details
Select Save
Via the Profile Search
Select the Profile Search icon on the left-hand side menu bar
Search for the Member and select their account by clicking on the blue highlighted name
Select Edit Profile in the top right of the profile and edit the details
Select Save
Deleting/Archiving a Membership
Select the Member icon on the left-hand side menu bar
Search for the Member and select their Membership by clicking on the blue highlighted name
On the Member's Dashboard, scroll to the Danger Zone
Select Archive. Archiving the membership hides it from searches and reports. Future visits will still need to be cancelled.
Select Delete. Membership can only be deleted successfully if it has no visits, schedule rules, payment details, tickets or help plans
Remove or Change an Authorised Representative
Select the Member icon on the left-hand side menu bar
Search for the Member and select their Membership by clicking on the blue highlighted name
On the Member's Dashboard, scroll the Authorised Representative panel
Select the Remove Authorised Representative
To add a new Authorised Representative, in the Authorised Representative panel, select Link Authorised Representative
In the search bar, start typing the Authorised Representative's name
Select the existing profile from the dropdown list
ORSelect Add a new profile if the Authorised Representative does not have a profile.