Edit a member record and email roles
This guide shows you how to update a member’s contact information, change which email addresses receive different types of mail, and assign contact roles.
Who can do this: Admins with the edit-contact permission. The Edit button is absent if your role doesn’t include this permission.
Before you start
Section titled “Before you start”- Open the member’s detail page first. See View a member record in detail.
Update contact information
Section titled “Update contact information”- On the member’s detail page, select Edit.
- In the Profile section, change any of the fields there: First name, Last name, Primary email, or Phone.
- Select Save profile to save your changes.
Change the primary email address
Section titled “Change the primary email address”- On the edit page, find the Primary email field in the Profile section.
- Type the new email address.
- Select Save profile.
MapleGather sends a verification email to the new address. The change takes effect when the member clicks the link in that email. Until then, mail continues to go to the old address.
Add or change an email role
Section titled “Add or change an email role”Email roles control which address receives invoices, receipts, and other system emails.
On the edit page, the Email routing section lists each address with its role. Changing an address’s role, or adding an address with a role, isn’t available from this page yet.
Remove an email address
Section titled “Remove an email address”- In the Email routing section, find the address you want to remove.
- Select Remove on that row and confirm by selecting Remove this address.
Note: You can’t delete the primary email address. To replace it, change the Primary email in the Profile section instead (see above).
Contact roles
Section titled “Contact roles”Changing a member’s contact roles isn’t available yet: the edit page has no Contact roles section.
Verify
Section titled “Verify”You’ll know it worked when you see a “Record updated” confirmation. The member’s detail page reflects the changes.
If something goes wrong
Section titled “If something goes wrong”- “That email belongs to another record” — the email you entered is already used by a different member. Select View existing record to investigate.
- “Cannot delete the primary email” — the primary address can’t be removed. Change the Primary email in the Profile section instead.
- “A billing email is required for members with active subscriptions” — you tried to remove the only billing address for a member who has an active subscription, so it can’t be removed while that subscription is active. Adding another billing address isn’t available from this page yet.
- “This record was updated by another user” — a colleague edited the same record at the same time. Select Reload to see the latest version. Your unsaved changes stay visible so you can copy them before reloading.
- The billing or receipts role shows a lock icon — those roles are required for membership billing. They can’t be disabled here.