Approve Profile Change Requests from Web

In the Members Only section of your website, your members have the ability to log in and submit changes to the profile information you keep for them in your database, such as general contact info, social media links, category listings and preferences, and more. In 2015 we introduced a new and improved "Update Your Contact Information" form that improves speed and ease-of-use for your members, and along with the new form is a new interface for approving those changes. 

When a change is submitted through the Members Only portal, an email notification is sent to the address entered in the "Member Portal Update Notification" field of the Email Address for Notifications settings (Admin > Global Settings - Click on the  Email Address for Notifications tab and you will see the "Member Portal Update Notification" field).

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To view and approve or reject changes, log in to MC Trade in your web browser and go to Profiles > Change Requests. 

In the grid, you'll see all change requests that have not yet been processed. If you'd like to filter further by date, or search for processed requests, you can use the search features above the grid.

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In the grid, you'll see some details regarding which profile was change, which profile/person was actually logged in to make the change and their contact info, and a few other details:

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  • Changed Profile: the name and profile ID of the profile to which changes were made online. An icon indicates whether the profile is an organization or individuals, and a member or non-member. You can click the profile name to open the (current) profile in a new window.
  • Status: Indicates whether the change has been approved, rejected, or is still pending.
  • Date (Est): shows the date the change was submitted from your website.
  • Changed By: the name of the profile that was logged in to make the change. For example, this may be a main contact, logging in on behalf of their organization to submit changes. You can also click on this profile name to view in a new browser window.

To view the changes submitted for any profile listed, click "Review" for that row. A window opens displaying the rows for each different area of the profile that were changed. You'll see a column for the old value, and a column for the requested change. Only changes will display - any fields that remain the same will are hidden.

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If you need to further edit any changes before approving them, all changed fields are editable for you to fix typos, etc.

Once you have reviewed all of the changes in all sections (and made any of your own changes as necessary), click Approve. The changes will automatically be made to the profile. 

If you would not like the profile to be updated automatically, click Reject. The requested changes will not be made and the profile will not change. Note that you cannot approve some changes and reject others that were submitted together - when you click Approve or Reject, that action will be applied to all requested changes for that submission.

 

(**Video below applies to legacy process. While some instructions are the same, some are not)

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