AEF - How to access and update user details

Uplifter Support Team
8 steps
2 minutes

Horsereg

## Managing and Updating User Information This guide will walk you through how to access and manage user information within the system. ### Accessing the User Dashboard To begin managing user information: 1. Click on **“User”** in the main navigation menu. 2. Select the user you wish to view or manage from the list. ### Understanding the Difference: User vs. Profile Before going further, it's important to understand the distinction between a **User** and a **Profile**: - **User**: This refers to the account holder. In the user dashboard, you'll find their identification, primary contact information (like address), all associated profiles, any linked profiles, and the groups the user belongs to. - **Profile**: This is found within the profile dashboard and contains membership, registration, and evaluation details for each individual. Depending on your goal, you may need to navigate between these two areas.

You can search for a user using their **first name**, **last name**, or **email address**.\ Once you've entered your search criteria, click on **“Search”** to begin the process.\ Click "Search"

Once you've selected a user, the dashboard is organized into several sections:\ \ 1. **User Details** This section displays the username and unique system ID (e.g., HorseReg User ID).\ Here, you’ll also find key actions: - Clear user cart - Clear persistent data - Reset password

#### 2. **Address Information** This section shows the user's address. You can click **Edit** to update it as needed. Click "Edit" Click "Save"

When you update a user's email address, the system will automatically suggest applying the new email to previous actions associated with that user—such as purchases, memberships, and shipping records. You will be prompted with two options: - **“Update”** – to apply the new email address to past records - **“No thanks”** – to keep the old email address on those past actions This gives you full control over whether the new contact information should retroactively apply to previous transactions or not.

#### 3. **Profiles** Here you can view all profiles linked to the user. - The **primary profile** is always linked to the user directly. - You can add a new profile or click on an existing profile ID to view its full details.

Click this text field.

#### 4. **Linked Profiles from Other Accounts** This section lists any profiles that are linked from separate user accounts. > 💡 **Example**: A child may have their own user account, but their profile can still be linked to a parent’s account for registration purposes.\ > As an administrator, you can link another profile by entering the required information. The system will search and match based on the provided data. Click "Search" Click "We didn't find any matches. Would you like to add this profile to your own account?"

AEF - How to access and update user details

Uplifter Support Team
8 steps
2 minutes

Horsereg

You can search for a user using their **first name**, **last name**, or **email address**.\ Once you've entered your search criteria, click on **“Search”** to begin the process.\ Click "Search"

#### 2. **Address Information** This section shows the user's address. You can click **Edit** to update it as needed. Click "Edit" Click "Save"

Click this text field.