Update or delete community members

Edit or delete your community member records, either one at a time or in bulk. You must have the Community Manager user role to edit these records.

How it works

There are two ways to update your contractor member records:

If you need to record information not included in the default member fields, add custom fields to your communities before updating your members. If you're editing your members by CSV import, export your list of members once you’ve added your fields. It will contain both the default and custom fields.

Before you start, ensure the Community Manager add-on is enabled in the account. You'll also need the Community Manager user role. If either is missing, the Community Manager will not appear in your Tools menu.

Update a member manually

Edit a member's profile

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.

    Tools_communities.png
  3. Use the search fields to find the member you want to update.
  4. Click Edit next to the member's name.

    Csv_import.png
  5. Make changes to any of the member's information.
  6. Click Save & Close to go back to the members list.

Delete a member

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.
  3. Use the search fields to find the member you want to update.
  4. Click Delete next to the member's name.

    Csv_import.png
  5. Click Remove to confirm.

Update members using the CSV import

To update your members in bulk, you need to export your member list, make any changes, and then import the updated list. There are options for deleting members when re-importing the list.

Step 1: Export your members and prepare the CSV file

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.
  3. Click Export Members.

  4. Save the file to your computer.
  5. Make any changes to the member’s profiles. If you want to delete any members, remove them from this CSV file.
  6. Save your spreadsheet as a CSV file. For best results, use the CSV UTF-8 file type.

Step 2: Import your CSV file

Once your CSV file has been updated and is ready for import:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.
  3. Click Update Members.
  4. Click Update List from a CSV File.
  5. Click Select CSV File, select the saved file from your computer and click Open.
  6. Click Upload CSV File.

    Uploading_a_list.png
  7. Check that the headings of your columns match the fields in MRI OnLocation. This should happen automatically. 
  8. Select the Unique Identifier. This will match the records in your file with the ones in OnLocation. The most helpful identifier to use when updating records is the System ID, as this is unique to every member.
  9. (Optional) If deleting any members, select the Remove Existing Records checkbox.
  10. Click Submit for Validation.

    Csv_import_3.png
  11. Click Confirm, then click Close.

Your members will update automatically, and you will be notified how many were edited or removed.