How to get here
Open the dashboard.
In the left-hand menu, click the relevant area — Contingents, Campaigns, or Punch cards.
Find the membership you want to edit and click it or the edit icon.
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.
