The Goal: A member can update their existing contact information, add new contact details, and manage the lists/committees they belong to from the Info Hub.
Before You Begin:
- The member must be logged in to the Info Hub.
- Customers with the Real Estate Edition will NOT see edit options for Agent Name, Office Name, or License Number in the Info Hub.
- Only lists/committees you have configured for Users Can Join will be available for members to join.
Step-by-Step Instructions
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Click My Info in the left-hand rail. The screen will display the Contact Info tab.
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Click the plus icon in Contact Info to add additional contact details OR click the pencil icon to edit existing contact details.
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The LISTS/COMMITTEES section will display committees to which this member belongs. The member can click the X adjacent to a list/committee that they no longer wish to belong to.
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Select the View Members icon to view the other members in the group.
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Select the plus sign to view the lists/committees available to join and join. See List/Committee General Settings for further information.
Common Pitfalls
- Missing lists/committees to join: If a list/committee does not appear for members to join, confirm it has been configured for Users Can Join — only those lists/committees are displayed.