Finding and editing member's data.
You can use Knowork to collect a variety of data points about your members. Some properties are automatically filled through specific Knowork modules, and others are best filled in manually.
Where to find the member's information:
- Login to operator.knowork.co.
- Click on the CRM dropdown on the left sidebar. Then click on the Members tab to go to operator.knowork.co/members.
- Locate and click on the member you want to change the details of.
- Click Account on the right sidebar.
- Click the grey pencil icon at the top right.
Below is a list of selected member's properties that you can edit and the implications.
- Name - the name of the member, shown in all places, including the community and invoices.
- Email Address - the default email address for all communications with the member.
- Position - the current position displayed on a member's profile.
- Phone number - the default phone number for the member.
- City - the current city of the member.
- Company - select an existing Company and assign the member. If you want to create a new Company, you will find the how-to here.
- Location (coworking space) - select the coworking location you want the member to be assigned to.
- VAT Number (btw. VAT. USt) - the tax number associated with the company of a member.
- Company Registration Number (KVK. CRN) - the commercial registration number of the company associated with the member.
- Billing Street Address - as seen on invoices.
- Billing City - as seen on invoices.
- Billing Zip Code - as seen on invoices.
- Billing State - as seen on invoices.
- Billing Country - as seen on invoices.
- Description (Bio) - displayed on the member's community profile.
- Needs (What does this person need from the community?) - displayed on the member's community profile.
- User Type - this will change the permissions that this member has. To learn more about the user types and permissions, please click here.
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If you have questions, please get in touch with our team at help@knowork.co. Or click the question mark icon at the bottom right and fill out a ticket.
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