3.8. Approving Updates by Directory Members
Directory Members can update their details when they login. Any changes that they make will have to be approved by a directory administrator before they appear in the public search, with the exception of preferences and login details which will be updated immediately.
Tip: When your directory is set up you can choose whether or not updates are submitted for approval. If your directory is set up to not approve updates you will not have the 'Approve Member Updates' section and any changes made by directory members will be updated immediately.
- 3.7.1. Receiving Notification that there are Updates Awaiting Approval
- 3.7.2. Approving or Rejecting the Updates
- 3.7.2. Editing the Updated Company or Contact Details
3.7.1. Receiving Notification that there are Updates Awaiting Approval
If a Directory Member has updated their details, you will receive an email notifying you there are updates awaiting approval. When you login, the company with changes awaiting approval will appear as an item on your Task List.
You can open the Directory Member from your task list, or alternately select the Manage Directory menu option, then select Approve Member Updates from the sub-menu to open the Approve Member Updates page, listing all Directory Members with changes awaiting approval. Click on the Company Name to open the record.
Tip: If you open a Directory Member through the Company Search and they have changes awaiting approval a message on their record will notify you of this. You will not be able to update the Company or Contact details until you have approved or rejected the changes.
3.7.2. Approving or Rejecting the Updates
The Approve Member Updates page shows the company and contact details. Where a field has been updated both the live and updated versions of the field will be shown.
Review the updated fields to decide whether you want to approve or reject the changes. If you want to you can edit the company or contact details before you approve the changes.
Click approve to approve all the updates, or reject to reject them. If the company provided an email address they will be emailed to confirm that their updates have been approved or rejected. You can view and edit the content of these emails in the Automatic Mails section.
3.7.2. Editing the Updated Company or Contact Details
You can make changes to the Company and Contact details before you approve the updates by clicking edit. This will open the Approve Member Updates: Edit Company page. If you want to edit the contact details click save and edit contact to open the Approve Member Updates: Edit Contact page.
For more information about editing Company and Contact details, see the Editing Directory Members section.
When you have made your changes to the Company or Contact details click save and go back to return to the Approve Member Updates page where you can approve the changes.