Member Portal

 

How to update a Member’s email

A customer has placed an order, but made a mistake on the email address. When updating the email address on an order, this will not automatically update their member record’s email and will cause confusion for the customer when trying to login.

 

NOTES:

  • If a customer has already verified their member email address (defined a password), they cannot update/change their email address
  • After updating the member email, be sure to send the Forgot Password email so they are sent new login criteria

 

1. Click ‘Customers → Customers’, and click the arrow to show the filter criteria. Use the customer’s email in the ‘Email’ field to easily locate the record.

Member_1.png

2. Click the ‘Edit’ icon next to the customer’s record

Member_2.png

3. Notice, the screen will display two fields.

    1. Email: edit this field to the new, desired email address
    2. Member Login: displays what the member’s email is currently set at
    3. Click ‘SAVE
      Member_3.png

      NOTE: You MUST click SAVE to correctly update the member’s email.

      4. A pop-up confirming that both the Customer record AND Member email address will display.
      member_4.png

      5. Click the ‘person’ icon next to the customer record.
      Member_5.png

      6. Select the ‘Forgot Password’ template from the dropdown menu, and click ‘Send Temporary Password’. This will allow the customer to define a new password for the member portal.

 

What happens if I update an email, but the customer has already verified their member email?
Once a password has been defined for a member email, that verified account cannot be edited. Example: A customer originally signed up with their Yahoo email, but now wants to change to their Gmail account. This scenario would require the customer to register their Gmail account separately and the accounts will remain segregated.

  1. Click the ‘Edit’ icon next to the customer’s record

    Member_6.png

  2. Notice, the screen will display two fields.
    1. Email
    2. Member Login - displays what the member’s email is currently set at
      Member_7.png

      NOTE: if the user has already verified (created a permanent password) their email, if you change the value of the ‘Email’ field and save, it will NOT change the value.

      3. A pop-up confirming that only the Customer email was updated will display

       Member_8.png


How do I know if the user has a Member record?

  • On the ‘Customer’ page, the column called ‘Member’ will display the value YES

    Member_9.png

  • When you edit a customer record, the field ‘Member Login’ is NOT displayed
    Member_10.png