The Member Details Tile

Modified on Mon, 12 Feb 2024 at 09:47 AM

The member details tile presents all information related to the member's account in three separate categories. Note that certain data only presents for admins with special permissions (PII related data, including any information that individually identifies the member).




  1. The Account Info section contains editable data related to the member., including first and last name, email address, phone number, language, time zone, birthday, gender, and portal group. To edit a field, hover over the existing entry and click, then update the information and select the checkmark. 

  2. The Misc Info section contains the name of the Contact Lead (if one is assigned to the member) and the portal labels (custom fields); these are editable fields. When the Contact Lead field is selected to edit, the list contains all admins assigned the coach role who have access to the member's portal (for the Contact Lead field); selecting an admin from the list will assign them as the contact lead for the member. 

  3. The Registration Info section contains details related to the member's account, including the portal they are in, the date they were added to the portal, the registration date, the activity status of the account, and the portal URL which can be easily copied to the clipboard by selecting the icon next to the field. 

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