Create or edit a member

Create a new member or correct an existing member’s details without changing their status through this form.

Who this is for: Owners and Admins managing member records.

Before you start

Owners and Admins manage members. Editing details does not replace the separate Change status action.

Open Members and check that the member does not already exist.
Choose Create member, or open the existing member and choose Edit member.
Enter or correct the displayed member fields. Check Username/Nickname and membership date.
Use the form’s save button, then review the member record and return to your list.

The saved member is available in the organization with the recorded details.

A field is rejected

Correct highlighted fields and save again.

I do not know whether my save worked

If a save fails or the page is slow, check whether it completed before repeating it.

Example: understand this in practice

Maya corrects Jordan’s nickname in Edit member. A separate Change status action is used for standing changes.

Names and situations are fictional.