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Member Information Management

Overview

Member Information Management allows you to centrally configure member information fields, member self-service permissions, and the information displayed on member cards. It can be used in the following scenarios:

  • Distinguishing members with the same name: Display fields such as Nickname, Employee ID, and Department on member cards to distinguish members who share the same name.

  • Creating employee profiles: Record job title, education, work location, employment type, date of birth, hire date, and other information to build an employee roster or personnel records.

  • Completing Contacts: Add information such as Nickname, Gender, and Employee ID to make Contacts more complete and easier to search.

  • Managing member self-service permissions: Specify which fields members can view and edit on the My Profile page.

  • Standardizing member card display: Specify which fields are displayed on member cards to support member identification while protecting sensitive information.


Prerequisite

This feature is available only to the Business Owner and Super Admin.


Index

Feature

Description

Field Settings

Control whether each field is visible to members on the My Profile page and whether members can edit it.

Member Card Settings

Select the fields displayed on member cards to distinguish members with the same name and control what information is shown.

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