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 It Works?

Edit a Company

  1. Navigate to Community/Companies.
  2. Search for a specific company using the filters and the search bar.

    companies.png
  3. Click on the company name, in order to open it.
  4. Click on the Edit Details button.

    Edit_comp.png
  5. Edit the details and save the changes, using the Update button.

    edit_company.png

Edit a Member

  1. Navigate to Community/Members.
  2. Search for a specific member, using the filters and the search bar.

    members.png
  3. Click on the member name, in order to open their profile.
  4. Click on the Edit button.

    edit_membr.png
  5. Edit the details and save the changes, using the Update button.

    edit_big_member.png

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