Open the Roster Folder (
), under Membership > Connect
Click-on the Member Record that you wish to change from the List of available Members. This will expand their Card. The Tabs at the top of the Card will allow you to view/ change Member info. Click the Full-Page button in the top-right to view the Record in full-screen.
In the Member's Record (dependent on your access) you can change/ Add:
- Contact Details
- Demographics
- Opt-In/ Opt-Out Messaging preferences
- Employers
- Training and Certification
- Trades and Skills
- Documents and Notes
- Apply Custom Fields
In the Member's Record you can View:
- Account Transactions
- Communications
- Voter Information
- Changes made to member (Change Log)
- Membership details
You can also send a Password Reset email to the User
Or a UNITE User account invitation if they have not set-up their account
Disclaimer: These are mostly dependent on the UNITE access that is granted to you based on your role/position within your District Council or Local Union.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article