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
- Navigate to Community/Companies.
- Search for a specific company using the filters and the search bar.
- Click on the company name, in order to open it.
- Click on the Edit Details button.
- Edit the details and save the changes, using the Update button.
Edit a Member
- Navigate to Community/Members.
- Search for a specific member, using the filters and the search bar.
- Click on the member name, in order to open their profile.
- Click on the Edit button.
- Edit the details and save the changes, using the Update button.
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