Here's how your customers can update their personal information, consents, registration data and medical information
When your customers register for one of your products and create a JoinIn account, they become the sole controllers of their personal data.
All personal data can be updated directly by the user by signing into their JoinIn account, or alternatively, the information can be updated by an administrator for your organisation by going to their contact record.
Updating personal information for additional contacts/beneficiaries
Steps:
- Your customer can sign in to JoinIn either via your shop or by visiting https://app.joinin.online
- Once signed into JoinIn, the customer can choose the contacts from the dashboard, or from "Friends and Family" on the sidebar
- Your contact can choose from several options here:
- Personal Information - To update their name, address, date of birth
- Registration Forms - To update any registration form answers for organisations
- Medical Forms - Update their medical information
- Consents - Update their consents for organisations
- Learning - Can view progress on development programs, but not able to edit this
- Files - Update their shared files
- Emergency Contacts can be updated from the sidebar under "Account > Contacts"
Editing personal information on behalf of the account owner
Administrators can edit some personal information from directly within the contact record. For information on how to do this, please view our full article here