(Moderator) Updating an Attendees Email

💡 This page covers the steps to update an attendees email in the event it’s required.

Summary

You may be asked during the meeting to update an attendees email by either the client, or by Support. Follow the steps below to complete this task and update the record.

Steps

1. Navigate to the Membership tab.

2. Locate the Unit.

   

3. Expand the Unit and click the corresponding owner's card.

   

4. Update the email, send an invite email, then Save.

   

Tips & Important Reminders

❗ It’s important to receive confirmation from the client before proceeding with any Membership updates and to provide Support with an update of what information is being updated or changed.