Our Docs

Our Docs

Did You Know?

Most network maps are static snapshots. Social System Maps evolve over time—just like the people and relationships they represent.

Editing A Member Record

Estimated reading: 2 minutes 46 views Contributors
Once a member has joined your Social System Map, either the member can edit their own profile settings or the map administrator can update them from the backend.
You’ll use this when:
  • A map member changes their last name.
  • A member wants a new email address associated with their profile.
  • You need to update a member’s segment.
  • A member wants to manage their visibility, connections, or email preferences.

Why It’s Helpful

Updating profile information solves simple but essential changes, such as:
  • Correcting or updating a last name.
  • Changing a preferred email address.
  • Assigning a new segment.
  • Letting map members manage visibility on the map.
  • Allowing members to opt in or out of connection visibility or project emails.
Members can disable visibility on the map, hide themselves from the connections tab, or opt out of mapping project emails in their ‘My Preferences’ settings.

⚠️ Important Notes:

  • Mapping project administrators cannot enable or disable a member’s visibility, connection-tab appearance, or project email opt-ins from the ‘Edit project member’ tab of your mapping project.
  • These settings can only be managed from the Member members tab within the mapping project.

Editing a Member Record as a Map Member from ‘My Preferences’

1. From your project profile, click ‘My preferences’.

2. Make changes to the fields you want to edit.

3. Click ‘Save’.

Editing a Member Record as a Project Admin

1. From ‘My Projects’, select the ‘Manage’ drop-down field from the project a member record you want to edit is in.

2. Click ‘Manage Members’.

3. Click the edit pencil for the member record you want to edit.

4. Edit the fields you want to make changes to.

5. Click ‘Save’ when you are finished.

Leave a Comment

Share this Doc

Editing A Member Record

Or copy link

CONTENTS

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage members

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand: Whethe

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscription”. 2.

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to ‘Change subscripti

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page to the “Chang

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-hand menu. 2.

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

Chat Icon Close Icon

Subscribe

×
Cancel