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How do I modify member details in the administrative portal?
How do I modify member details in the administrative portal?
Updated over 2 months ago

Please note: this article is intended for Dialogue account administrators.

  1. Log in to the Administrative Portal.

  2. Click on the “Members” tab on the left side of the screen.

  3. Click on the name of the member you wish to modify.

  4. Click the “Edit Details” button.

  5. From here you can modify the following information:

    • First Name

    • Last Name

    • Province

    • Date of Birth

    • Deactivation Date

Please note: the member’s unique identifier cannot be modified. The only way to correct a unique identifier is to deactivate the member and recreate them with the new unique identifier.

  • In this case, The next time the member logs into their Dialogue account, they will need to reclaim their coverage by following the instructions in this article: How do I add new coverage to my account?

If you have any questions please contact your dedicated Customer Success point of contact or clients@dialogue.co.

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