Review and Edit Member Data

Open a member’s own record to review everything on file for them, or to update their information — this looks at and edits one member at a time. To change the same setting across several members at once, see Bulk Edit Member Settings instead.

Steps

1. Click on the Membership tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Members tab.
3. Find the member you want to review (see Filter the Member List for search options).
4. In that member’s row, under the Actions column, click the View Member icon to open their profile.
5. Review or update their information, then click Save to keep your changes, or close the window to leave without saving.

What You Can See and Edit

• Primary Information — name, email, phone, and address fields, the same fields collected on the Member Form.
• Role — whether the member is a standard Member or has Admin access.
• Custom Fields and Admin Only Fields — any additional fields your community has added to the Member Form.
• Tags assigned to the member, which control website access and dues invoice recipients.

Note: A member’s own login-related activity, such as their last login date and system status, is visible here but isn’t something you edit directly — it updates automatically based on the member’s own activity.