> For the complete documentation index, see [llms.txt](https://help.openloyalty.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openloyalty.io/members-and-activity/members/member-list/managing-members.md).

# Managing Members

## Overview

Use the member profile to maintain member data and loyalty status.\
You can edit profile details, manage custom attributes, assign a tier, and add unit transfers.

### Edit a member profile

Open a member from **Members → List of Members**.\
You can also open a profile directly from a member record.

{% stepper %}
{% step %}

### Open the profile editor

1. Select the member.
2. Open the context menu.
3. Click **Edit profile**.
   {% endstep %}

{% step %}

### Update member details

Edit the required fields, such as name, email, phone number, gender, or birth date.
{% endstep %}

{% step %}

### Save changes

Click **Save**.
{% endstep %}
{% endstepper %}

### Manage custom attributes

Custom attributes store additional member data as key-value pairs.\
Use them for preferences, external identifiers, or other program-specific details.

{% stepper %}
{% step %}

### Add an attribute

Click **New custom attribute** in the profile editor.

<figure><img src="/files/3N3orVkhRchvpmjPjlWe" alt="New custom attribute button"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Enter the key and value

Provide the attribute **Key** and **Value**, then save the profile.

<figure><img src="/files/nxSxgBIdGt8aXmR0ABcX" alt="Custom attribute key and value fields"><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Assign a tier manually

Set a member's tier during account creation or profile editing.

1. Select the member and click **Edit profile**.
2. Select the required **Tier**.
3. Click **Save**.

{% hint style="info" %}
Manual assignment prevents tier downgrades.\
Campaigns and other configured rules can still upgrade the member.

When manual assignment ends, normal upgrade and downgrade rules apply.
{% endhint %}

<figure><img src="/files/Ox2onfBN7uYzC2qqRPR2" alt="Manually assigned tier indicator"><figcaption></figcaption></figure>

### Add a unit transfer

Use unit transfers for one-off adjustments.\
For example, compensate a delivery delay or correct a member balance.

Start from the member profile or **Members → List of Members**.

{% stepper %}
{% step %}

### Start a transfer

From a member profile, click **Actions → Add units transfer**.

<figure><img src="/files/P6I6At9r06SMoAYtxAnA" alt="Add units transfer from member profile"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Set the transfer type

Select **Add** or **Deduct**.\
Complete the transfer fields, then click **Save**.
{% endstep %}
{% endstepper %}

From the members list, open the member context menu.\
Then select **Actions → Add units transfer**.

<figure><img src="/files/wAERxkU4oQfefj6gCK7g" alt="Add units transfer from members list"><figcaption></figcaption></figure>

For more transfer options, see [Units transfers](/members-and-activity/wallets.md#units-transfers-module-overview).

## Change achievement progress manually

Change a member's current achievement progress or completion status.

{% stepper %}
{% step %}

### Open the achievement

1. Go to **Members → List of Members**.
2. Select the member.
3. Open the **Achievement status** tab.
   {% endstep %}

{% step %}

### Manage progress

Open the achievement row context menu and click **Manage progress**.

<figure><img src="/files/QaiM9AfxbZA1PjSgNeTa" alt="Manage achievement progress action"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Save the change

Update the progress or completion status, then click **Save**.

<figure><img src="/files/eSx9Uyx2r5eyaqcok0q8" alt="Save achievement progress"><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
Manual progress changes trigger associated campaigns.

You cannot set progress above the achievement **Goal**.

Completion status changes must respect **X in total** limits.\
See [achievement limits](/campaigns/achievements/creating-achievement.md#limits) for details.
{% endhint %}

<figure><img src="/files/hP7fLQ7wLned4qWKdqD2" alt="Achievement completion limit error"><figcaption></figcaption></figure>

<figure><img src="/files/q4CutnlWHGQr2A4MfgiI" alt="Achievement completion limit configuration"><figcaption></figcaption></figure>

<figure><img src="/files/xBtUphKqhA0MwbT7Ocvt" alt="Achievement progress goal limit"><figcaption></figcaption></figure>


---

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