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Managing Member Profiles

How Shift Site Admins manage member profiles

Written by Brittany Crow
Updated over 2 weeks ago

❖ Heads up! This article is intended for Shift Site Admins.

By the end of this article, you will be able to:

  • Edit and update member profile information

  • Archive members while keeping their data

  • Permanently delete member accounts when needed

Overview

You can manage member profiles by updating their information, reviewing their activity, and organizing them with tags. If needed, you can archive members to remove them from searches while keeping their data, or permanently delete them from the system.

Editing a Member Profile

  1. Click the Members button.

  2. Select the three dots to open the options for the member you need to edit.

  3. Click View profile.

  4. Here you can update their name and contact information.

  5. Be sure to click Save information to save your changes!

From here, you can review the member's feed, registration history, hours, and schedule! This is also where you can send an email to the user or assign a shift to them.

You can also add tags to quickly filter and find that member when scheduling, emailing, etc.

Archiving a Member

Archive a member when you want to keep their data but remove them from searches and actions.

  1. Click the Members button.

  2. Select the three dots to open more options.

  3. Click Archive member.

  4. Click Confirm.

Deleting a Member

Delete a member to remove their account and all associated data permanently.

Important: This action cannot be undone.

  1. Click the Members button.

  2. Select the three dots to open more options.

  3. Click Delete member.

  4. Click Confirm. After confirming the deletion, you will receive a notification to confirm that the user's profile has been successfully removed from the system.

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