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Edit a Membership

You can edit the name, contact details, address, company, role, and account status.

Written by Ronny Christensen

How to get here

  1. Open the dashboard.

  2. In the left-hand menu, click the relevant area — Contingents, Campaigns, or Punch cards.

  3. Find the membership you want to edit and click it or the edit icon.

  4. You are now on the Edit membership screen.

1. Status badge

At the top right of the left card, a colour-coded badge shows the current status:

Green – Active

The account is active and not banned.

Red – Banned

The account is banned and deactivated.

Yellow – Other status

Any other status.

The badge updates automatically when you change the Banned toggle.

2. Update the profile picture

Avatar

Click the image area to open the image uploader. Accepted formats: JPEG, JPG, PNG, or GIF. Crop the image to a square and confirm. Leave it as is if you do not want to change the picture.

3. Change ban status

Banned

On = the account is banned (status badge changes to red). Off = the account is active (status badge changes to green). Use this to temporarily deactivate a membership without deleting it.

4. Change email verification

Email Verified

Off = the system automatically sends a verification email to the user. On = the email is considered verified and no email is sent. Only change this if the verification status needs to be updated.

5. Update personal information and contact details

Full Name

Required. The member's full first and last name.

Email Address

Required. A valid email address in the format name@example.com. Used for login and notifications.

Phone Number

Required. The member's phone number.

Country

Required. Start typing and select from the dropdown list. Each option shows the country's flag, code, and phone prefix.

State/Region

Required. State, province, or region.

City

Required. The name of the city.

Address

Required. Street name and number.

Zip/Code

Required. Postal code.

Company

Required. The company or organisation the member belongs to.

Role

Required. The member's role — e.g. "Member", "VIP", or "Staff".

6. Save changes

Click the Save Changes button at the bottom right. The system validates all fields, updates the record, and redirects you to the membership list. A green "Update success!" notification confirms everything went well.

7. Delete the membership

Click the red Delete User button at the bottom of the left card to permanently remove this membership. Deletion cannot be undone.

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