A member has signed up, and now you want to view their profile and amend some of their details. This guide will help you find the member, view their details and then update selected details. Changing fields involved in matching will affect the member’s matching scores which will be reflected in the suggested matches list.
Find a member
There are a few ways to find a member:
Use the search in the top navbar.
Visit the members datascreen and click on a first or last name.
Visit the partnerships datascreen and view the members listed there, clicking on their name to visit their profile.
Instructions
Once the member’s profile page has loaded, click the Edit dropdown (looks like a pencil) on a member’s profile page.
Click on Edit Details. This will change the view to show the fields that can be edited. Update the details and scroll to the bottom of the page.
Click Submit to save the changes.
Members can also update this data by logging in to SUMAC® and visiting the correct scheme page. Some fields are visible here, but not enabled on the signup form. This allows for administrative users to add additional information without overwriting any submitted data (subject to fields being marked for this purpose).