Step by step

1. Open the Members list from the navigation

   In the left-hand navigation, find the Membership group and expand it. Click Members. The full list of members for your selected organisation opens.

2. Find the member you need

   Type a name, membership number, or email address into the search box. The list searches across display name, last name, first name, membership number, and email. Locate the correct row before continuing.

3. Open the member's edit form

   Click anywhere on the member's row. The edit form opens for that member. If you hold an operations-level role for this organisation you will see the full record. Members can only see their own record. Read access is also allowed for leadership roles and officers.

4. Edit personal details on the Person tab

   The first tab, Person, contains name fields, preferred name, suffix, email, phone, mailing address, date of birth, photo, up to six public highlight lines, and an emergency contact. Update whichever fields need changing.

5. Edit membership details on the Membership tab

   Switch to the Membership tab. Here you can update the membership number, joined date, membership status, membership type, standing, linked user account, and the archived flag. Changing membership status will automatically write a history entry on save.

6. Add or read private notes on the Notes tab

   Open the Notes tab. It holds a single notes field that is private to the office and never shown on the website or member portal. Read existing notes or type new ones as needed.

7. Save the record

   Click Save. Before the record is written, the system checks whether you hold an operations-level role for this organisation. If you do, the update goes through. If not, any change outside the small set of self-editable fields is rejected and no data is saved.

8. Check whether a history entry was written automatically

   After every save, the system compares the previous membership status with the new one. If the status changed, a history entry is created automatically with the event type status_changed, the previous status, the new status, and today's date. No action on your part is needed.

9. View the member's history in Membership History

   In the left navigation, go to Membership and click Membership History. Filter or search by the member's name. The list shows every recorded event — status changes written automatically and any richer events added through dedicated action screens — with columns for member, event type, date, and voided.

What happens next

Once you save, the member's personal details, contact information, membership status, standing, and private notes are all updated on their record.

If you changed the membership status, a new Membership History entry is waiting for you straight away. Open Membership History, filter to that member, and you will see the full timeline of every status change ever recorded against them.

Good to know

History entries for status changes are written by the system automatically and do not require any extra steps from you.