How to Edit a Company or a Member

Introduction

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

• How to OnBoard New Members/Companies to OfficeRnD
• When to Create a Company and When to Create an Individual Member

How It Works?

• Edit a Company
• Edit a Member

Edit a Company

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

Edit a Member

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

Helpful Articles

• Member/Company Statuses and Labels
• Difference Between a User and a Member