How to Edit a Company or a Member

This article will help you edit an existing customer- either a company or an individual member. Before we dive into details, you might want to read more about:

How It Works?

Edit a Company

  1. Navigate to Community/Companies
  2. Search for a specific company, using the filters and the search bar
    mceclip0.png
  3.  
  4. Click on the company name, in order to open it
  5. Click on the Edit button
    mceclip1.png
  6. Edit the details and save the changes, using the Update button
    mceclip2.png

Edit a Member

  1. Navigate to Community/Members
  2. Search for a specific member, using the filters and the search bar
    mceclip3.png
  3. Click on the member name, in order to open their profile
  4. Click on the Edit button
  5.  

  6. mceclip5.png
  7. Edit the details and save the changes, using the Update button

  8. mceclip7.png

What to Do Next?

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