Add and update members

Check for an existing record

Search the member directory by the details you already know before creating another record. When your access is limited to a location, you may not see records belonging to other locations.

Create or update a directory record

1. Open Members and choose the add-member action if it is available.
2. Enter the required personal details and review the selected location. Cross-location administrators should choose the intended location carefully.
3. Save the record and check the member detail page.
4. To make a correction, open the existing record and use its edit action. Save only the changes you intend to make.

Understand archived members

Archiving preserves a record while removing it from the active directory. Restoring a record adds it back to the active member allowance, so restoration can be blocked when the allowance is full.