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

Open the member’s detail page first. See View a member record in detail.

Steps

Update contact information

On the member’s detail page, select Edit.
In the Profile section, change any fields you need — name, phone, address, date of birth, pronouns, or any custom fields your org has set up.
Select Save profile to save your changes.

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

Email roles control which address receives invoices, receipts, and other system emails.

On the edit page, find the Email routing section.
To change the role on an existing address, select the role from the dropdown on that row. The change saves automatically.
To add a new email address with a role, fill in the email field and choose a role in the Add email row at the bottom of the table, then select Add.

Remove an email address

In the Email routing section, find the address you want to remove.
Select the delete icon on that row and confirm by selecting Remove this address.

Note: You can’t delete the primary email address. To replace it, add a new address first and then reassign primary to that address.

Assign contact roles

In the Contact roles section, check or uncheck the roles that apply — for example, Member, Donor, or Volunteer.
Select Save roles.

Verify

You’ll know it worked when you see a “Record updated” or “Roles updated” confirmation. The member’s detail page reflects the changes.

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” — reassign primary to a different address before removing this one.
“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. Add another billing address before removing this one.
“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.