What This Screen Does
This is where you update the details of an existing member. Think of it like pulling up someone’s registration card and correcting or adding information. You can change their name, contact details, address, and even link them to another member as a sub-account. Once you save, the system updates their profile right away.
How to Get There
Open the dashboard.
In the left-hand menu, click Customer.
Find the member you want to edit and click on their name to open their profile.
Click the Edit button on the member’s profile page.
You are now on the Edit Member screen.
Step-by-Step Guide
1. Update the Profile Photo (optional)
On the left side of the form you will see the member’s current photo (or a default avatar if none was set).
Click it to open the image uploader.
Pick an image from your computer (JPEG, JPG, PNG, or GIF).
Crop it into a square and confirm.
The file must not exceed the maximum allowed size.
If you do not change it, the existing photo stays as-is.
2. Update Personal Information
These fields hold the member’s basic identity details:
Field | Required | What to Enter |
First Name | Yes | The member’s first name. |
Middle Name | No | Middle name, if they have one. Leave blank if not applicable. |
Last Name | Yes | The member’s last name. |
3. Update Contact Information
Field | Required | What to Enter |
Email address | Yes | A valid email address. This is used for login and notifications. |
Phone Number | Yes | Their phone number. The format is validated against the selected country (see the Country field below). |
4. Update Date of Birth
Use the Date of birth date picker to view or change the member’s birthday.
Important: If the member’s identity has been verified, this field is locked and cannot be changed. You will see it greyed out.
5. Update Gender
Open the Gender dropdown.
Choose one of the three options: Male, Female, or Unspecified.
This field is required.
6. Update Address
Field | Required | What to Enter |
Address line | Yes | Street name and number. |
Postal number | Yes | ZIP or postal code. |
City | Yes | City name. |
Choose a country | Yes | Start typing the country name and pick from the list. Changing the country also updates the phone number validation rules. |
7. Update Business Information (optional)
Field | Required | What to Enter |
Vat no | No | The member’s VAT number, if applicable (for business or invoicing purposes). |
Company name | Conditionally | The company name. This becomes required if you enter a VAT number. If there is no VAT number, you can leave this blank. |
8. Configure Sub-Account (optional)
Toggle the Is sub account? switch to link this member to another member’s account.
When you turn this on, a Member search field appears below.
Start typing the name of the primary account holder. The system searches existing members and shows matching results.
Each result shows the member’s avatar, full name, and email address to help you pick the right person.
Select the correct primary account holder from the list.
If you turn the toggle off, the sub-account link is removed.
9. Save Changes
Click the Save Changes button at the bottom-right of the form.
The system will:
Validate all your inputs.
Update the member record with the new information.
Upload the new profile image (if you changed it).
Redirect you to the member’s profile page.
You will see a green “Update success!” notification at the bottom of the screen.
What Happens Behind the Scenes
You click "Save Changes"
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Form validates all fields (Yup schema)
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API call: MembersService.edit({ id, body: formData })
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Member record is updated on the server
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(If profile image was changed)
API call: MembersService.profileImage({ id, files: [image] })
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Success notification appears ("Update success!")
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You are redirected to /members/:id (the member's profile page)
Troubleshooting
“I updated the fields but the Save Changes button does not work”
Make sure all required fields are filled in. The form will not submit if anything is missing.
Look for small red error messages beneath individual fields — they tell you exactly what needs fixing.
Make sure the email is in a valid format (e.g.
name@example.com).Make sure the phone number matches the format for the selected country.
“The phone number keeps showing as invalid”
Phone number validation depends on the country you selected in the address section.
If you change the country, the phone validation rules update automatically.
Make sure the country and phone number match (for example, a Danish phone number with Denmark selected).
“I cannot change the date of birth”
If the member’s identity has been verified, the Date of birth field is locked and cannot be edited.
This is a security measure. If the date of birth is genuinely wrong, contact your system administrator for help.
“I entered a VAT number and now it says company name is required”
When you fill in the Vat no field, the Company name field becomes required.
Either enter a company name or clear the VAT number field if it was entered by mistake.
“I get a red error message after clicking Save Changes”
A red alert box will appear at the top of the form with details about what went wrong.
Common causes: duplicate email address, server timeout, or a validation error on the backend.
Read the error message carefully — it usually explains the problem.
If the error is unclear, try again. If it keeps happening, contact support with the error message.
“My new profile image did not upload”
The image must be a JPEG, JPG, PNG, or GIF.
It must not exceed the maximum file size allowed by the system.
If the member’s record was updated but the image failed, try editing the member again and re-uploading the image.
“I turned on the sub-account toggle but I cannot find the primary member”
Start typing the primary member’s name in the Member search field. The system needs at least a few characters to begin searching.
If the member does not appear, double-check that they exist in the system. You may need to create them first.
The search returns a maximum of 10 results at a time. Try a more specific search term if you do not see the right person.
“The form loaded but all the fields are empty”
The member data is loaded from the server when the page opens. If the fields are empty, the data may still be loading.
Try refreshing the page.
Check your internet connection. If the problem persists, the member may have been deleted or you may not have permission to view them.
“I was redirected back but my changes are not showing”
The profile page may be using cached data. Try refreshing the page to see the latest information.
If the success notification appeared, your changes were saved. The display will catch up after a refresh.