Use the Attributes & Records section on a member's Membership Details page to process a category or division upgrade — this article covers finding the profile, updating the category, and re-issuing the membership.
This article walks provincial and national sport organization (PTSO/NSO) administrators through updating a member's attributes and records — such as processing a category upgrade — using the Uplifter Enterprise Portal. This workflow applies after a change request has been reviewed and approved by the governing organization.
Quick steps
- Open the member's Membership Details page (via Membership menu, Events menu, or Quick Search)
-
Expand Attributes & Records, then use the edit button to update
the specific attribute.
- Or use the Purchase Group section to update both the membership card and attribute values concurrently.
- Click Save — the Attributes & Records section updates automatically.
- Review the refreshed Documents section
- Add an Admin Note if needed
- Resend the Issued Membership Email
Full walkthrough
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