> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/edit-profile.md).

# How to Edit a Member's Profile

### Before you begin (Prerequisites)

* **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).
* **Verification**: Confirm updated information with the member before making changes, especially for email and phone.

### Instructions

1. Use the **Search** icon (magnifying glass) in the top navigation bar. Type the person's name or email and select their profile.

> Alternatively, navigate to [**CRM > View People**](https://control.peoplevine.com/customers), search by name or email, click **APPLY**, and click the person's **Name**.

> **Note (Pro Dash):** Navigate to **CRM > People > View People**.

4. Click **Edit** to open the edit form.
5. Update fields as needed:
   * **First Name**, **Last Name**, **Email** (must remain unique).
   * **Phone** (include country code, e.g., +1, for SMS).
   * **Address** (street, city, state, zip, country).
   * **Birthdate**, **Anniversary Date**.
6. Update **Customer Type** (Customer, Staff, Company) and **Lifecycle Stage** (Contact, Prospect, Applicant, Guest, Member) if the member's lifecycle stage has changed.
7. Update any **Custom Profile Questions** (radio buttons, dropdowns, checkboxes, free-text fields) if configured.
8. Click **Update Person** to save changes.

> **Opt-in preferences**: Members can manage their own marketing opt-in preferences (email, SMS) from the Member Portal under **Profile > Advanced Settings**. Staff can also update these from the CRM profile edit form if opt-in fields are configured.

> **Note**: Profile edits cover contact information and demographics only. To change membership status, billing, or subscription details, see [How to Edit a Membership](/products/control-panel-overview/membership-management-hub/edit-membership.md).

### Best Practice

If you change the member's email, inform them that they must use the new email to log in to the portal. Document major changes in a staff note for audit purposes.

### What Happens Next

* **On the member side**: Updated contact information takes effect immediately. If the email was changed, the member must use the new email for portal login. Communications and receipts route to the updated email and phone.
* **Next step**: [How to Edit a Membership](/products/control-panel-overview/membership-management-hub/edit-membership.md) or [How to View a Member's Profile](/products/control-panel-overview/membership-management-hub/view-profile.md).

***

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/membership-management-hub/edit-profile.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.