How to Edit Accounts/Members
Updated over a week ago

How to Edit Accounts

  1. Click Org Tools > Accounts from the left navigation menu.

  2. Click the Checkbox to the left of the account that needs to be edited.

  3. Click Edit > Edit Account(s).

  4. Make edits as desired.

  5. Click Save.

How to Bulk Edit Accounts

  1. Click Org Tools > Accounts from the left navigation menu.

  2. Select the "Accounts" you would like to edit.

  3. Click Edit > Multi-Edit.

  4. From here, you may set:

    • Member Group

    • Location

    • Billing Group

    • Sub Billing Group

    • Inactive Date

    • Status

    • Annual Reg Fee Date

  5. When satisfied, click Save.

How to Edit Members

  1. Click Org Tools > Members from the left navigation menu.

  2. Click the Checkbox to the left of the member that needs to be edited.

  3. Click Edit > Edit Member(s).

  4. Make edits as desired.

  5. Click Save.

How to Bulk Edit Members

  1. Click Org Tools > Members from the left navigation menu.

  2. If you want to edit a subset,

    • Click Customize Filters...

    • Click the dropdown you want to filter, such as Member Groups, then select which elements you want to include.

    • You can do this with multiple criteria.

    • Click Apply.

  3. Select one, many, or all in the member database.

  4. Click Edit > Multi-Edit.

  5. Place a checkmark to the left of one or many options.

  6. Select the new data.

  7. Click Save.

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