How do I update owner information in the Dashboard?

Follow these steps to search for and edit existing ownership information:

1. Log in to your Dashboard: Log in to the GetQuorum Dashboard using your credentials 
2. Locate your Campaign: Once logged in, select the campaign that requires the membership update and click on it

3. Navigate to Membership: Select the Membership tab from the left-hand menu.

4. Locate the Member: Use the search bar to find the owner by Unit Number, Name, or Email Address.

5. Open Member Card: Click anywhere on the member's row except for the checkbox. This will expand the unit information and allow you to click on the Owner Card

6. Edit Details: Click the Owner Card and update the Name or Email Address fields within the card and type in the updated information.

7. Save Changes: Ensure you click out of the field or hit Save (if prompted) to apply the updates to the system.

Important Considerations

• Search Precision: If an owner has multiple units, searching by email address is the most efficient way to ensure you are updating the correct profile across all associated units.

• Email Resends: Once you have updated an email address, you can immediately use the Email Voter button to resend the meeting invite or notice to the new address.

• Restricted Fields: While names and emails are editable, structural data like Unit Numbers or Share Weighting may require support assistance to change.