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Update a member's category or division

Updated

Once your organization approves a change, update the category or division on the member's membership, then resend the Issued Membership Email so they get their updated documents.

Applies to Enterprise

Must know
  • Approve the change first. This is for a category or division change your organization has already reviewed and approved.
  • Edit in the Purchase Group when the card needs reissuing. One edit there updates the category, updates Attributes & Records to match and refreshes the member’s documents.
  • Keep the age category consistent when you change the category.
  • Don’t see Attributes & Records on the membership? Your admin account may not have that access; contact Uplifter Support.
  • Changing the membership itself, not a category on it? See Change a member’s membership type.

To update a member’s category or division, open their membership, change the category in its Purchase Group and save. Then check the refreshed documents and resend the Issued Membership Email so the member has the updated versions.

  1. Open the membership

    In the left menu, select Memberships → Member Organizations, open your organization, find the member in the registration list and select VIEW / MANAGE. You can also find them with Quick Search, or, if you collect change requests through an Event Dashboard, open the registrant there, then their profile, then the active membership.

  2. Edit the Purchase Group

    On Membership Details, scroll to the member’s Purchase Group and select its edit button. A drop-down appears for each attribute and record.

  3. Change the category or division

    Choose the new category or division, check the age category still matches, and select Save. Attributes & Records above updates to match.

  4. Check the documents

    The Documents section refreshes. Select View to check the updated documents.

  5. Add an admin note

    Optional, but it helps the next admin: record what changed and why. See Add an admin note to a membership.

  6. Resend the Issued Membership Email

    Select Resend Issued Membership Email, or use the prompt in the Purchase Group section. The member gets their membership confirmation email with the updated documents attached.

Change a record without reissuing the card

To change one attribute or record and leave the membership card as it is, open Attributes & Records on Membership Details, select EDIT, make the change and save.

Full walkthrough

Prefer a different format? Open the step-by-step guide or the slide view.

Related: Add an admin note to a membership · Resend a confirmation email as an admin · Change a member’s membership type · Quick Search menu