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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Edit a Member

  • Updated:

An owner of an organization can edit the avatar, role, display name, language, and time zone of existing members (a pending member cannot be edited). On the member edit page, an owner can also see the requests and work orders assigned to each member, broken out by status, and the member’s auto-assigned request categories. 

 

Who can use this feature?
Owners

 

 

Instructions

  1. Sign in to your site
  2. Navigate to Profile and select Manage Organization
    Profile menu, manage organizations selected.
  3. Select the Members tab
    Left-hand menu, members tab.
  4. Click Edit (paper and pencil icon) next to the desired member
    Edit button (paper and pencil icon).
  5. Make any desired updates
    Member information fields.
    • Avatar: Upload an image for the member to be used. We recommend a square image for an avatar. We convert the avatar to 150 by 150 pixels. We recommend uploading this specific size.
    • Display Name: Edit the display name of the member.
    • Role: Set the role of the member.
    • Handle: To edit an existing handle, please contact Support.
    • Default Language: Choose a default language from the drop-down.
    • Default Time Zone: Select the appropriate time zone for the member.
    • Category Restrictions: Choose to restrict member access by request category.
      Note: Within each member's settings, there is an option to restrict which categories and/or agencies a member has access to. Granting access to an entire agency will include access to categories added to that agency in the future.
  6. Select Save Changes
    Save button.

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