📙

Edit a member

Documentation

‣
Getting Started
📙
What is Orbit?
📙
Understanding the Orbit Model
📙
Orbit Glossary
‣
Workspaces
📙
Create an Orbit workspace
📙
Invite a teammate
📙
Enable SSO (Single Sign-On)
📙
Demo mode
‣
Members
📙
Intro to members
📙
View an individual member
📙
Preview a member
📙
Explore members via the members tab
📙
Add a member
📙
Edit a member
📙
Merge duplicate members
📙
Delete a member
📙
Add a tag to a member
📙
Add, edit, and delete notes on a member
📙
Add an activity to a member
📙
Mark profile as a teammate
📙
Send member to a webhook
‣
Activities
📙
Create an activity type
📙
Intro to activities
‣
Organizations
📙
Intro to organizations
📙
View an individual organization
📙
Identify an organization as a customer
‣
Reports
📙
Create a custom dashboard
📙
Drill down into reports
📙
Quickly build an activities chart
📙
Understanding sentiment analysis
‣
Automations
📙
Automations [deprecated]
📙
Webhooks
📙
Set up a manual webhook
📙
Workflows
📙
Slack notifications
📙
Set up an automated webhook
‣
Productivity
📙
Member lists
📙
Tags
📙
Manage tags
📙
Create a saved view
📙
Share a saved view
📙
CSV import for members and activities
📙
Using filters on the members tab
📙
Using filters on the activities and reports tabs
📙
Keyboard shortcuts
📙
Search
‣
Integrations
📙
All possible data integrations with Orbit
📙
DEV integration
📙
Discord integration
📙
Discourse integration
📙
GitHub integration
📙
HubSpot integration
📙
inSided integration
📙
LinkedIn integration
📙
Reddit integration
📙
Salesforce integration
📙
Slack integration
📙
Stack Overflow integration
📙
Twitter integration
📙
Twitter keywords integration
📙
YouTube integration
📙
Zapier integration
📙
Twitter DMs integration
‣
Tools
📙
Stripe Dashboard application
📙
GitHub Chrome extension
📙
Slack App
📙
Orbit API
📙
API tokens
‣
FAQ
📙
How are historic Discord imports handled after initial set up?
📙
How can I filter members to only see those with notes added?
📙
How does member enrichment work?
📙
Is test data available to try in Orbit?
📙
What activities are tracked by each integration?
📙
What can I do if I imported a CSV with incorrect column headers?
📙
What's the difference between Activities and Tags?
📙
Why am I no longer designated as a teammate?
📙
Why are there differences between member counts on Orbit and Discord?
📙
Why can't I see the Plug & Play integrations?
📙
Why is my CSV file not importing?
📙
Will uninstalling an integration remove activities from Orbit?
📙
How is the new members table different from the old members table?

Edit a member

To edit a profile click the Edit button from a member’s profile (or click Edit Fields from a Member Preview page’s Actions dropdown).

image

You can edit the following information on a member profile

  • Their affiliation: are they a member or a teammate?
  • Name
  • Pronouns
  • Personal website
  • Location
  • Avatar URL
  • Work Info (Work Organization, Job Title)
  • Swag Info (t-shirt size, birthday, shipping information)
Edit profile example modal
Edit profile example modal

You currently cannot edit:

  • Orbit Level
  • Reach
  • Love Score
  • Non-custom activities (meaning any activity performed on a platform that you’ve integrated with Orbit)
  • Joined date or community anniversary

Is there anything else I can edit?

There is! The other things you can edit on a member profile include:

Bulk-edit member profiles

To edit multiple members from your workspace, go to the Members tab and use the checkboxes to select the members you want to edit. Then click ‘Edit’ on the table menu.

image

You’ll then see on the Edit modal appear. Here, you can bulk-edit the following member profile fields:

  • Location
  • Organization
  • Title
  • Affiliation
image

If you’d like to bulk-edit member tags, use the bulk-add and bulk-remove tags options. See how here:

Automatically edit member info

In some cases, you may want to automatically update member profile data when a new member appears, like:

  • Assigning all teammates to your organization
  • Assigning anyone in your organization to the teammate affiliation
  • Assign members from Brooklyn and Harlem to New York City (for easier filtering and reporting on your community in a certain area)
  • Assign members from Google France, Google UK, Google Singapore to Google (for easier filtering and reporting on large organizations)

To do so, create a workflow.

  • Go to Workflows and select Edit Fields
  • Select the criteria that must be met for someone’s profile to get edited
  • Specify the fields that should be updated. Then click Run.

Your workflow will run daily and help you keep your community data clean.

DiscordTwitterGitHubLinkedIn