Account Management


 

Change a Participant: Wrong Account Member Registered

 

Overview 

If the wrong account member is registered for an event you can change the participant to the correct account member by using the change participant feature.

Important Note

  • You can only transfer participants that are on the same user account. You cannot switch from one family account to another. If you must switch to a completely different account, please contact CivicRec Support for assistance.

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Select Voids, Refunds, & Transfers
    select_voids__refunds____transfers.jpg

  3. Select the Actions menu next to the Transaction that you want to edit
    select_actions_menu.jpg
  4. Choose Change Participant
    choose_change_participant_from_the_dropdown.jpg
  5. Under Target Participant, select the participant you want to change to
    select_target_participant_to_change.jpg
  6. Select Preview Transfer
    select_preview_transfer.jpg
  7. Select Complete Transfer 
    select_complete_transfer.jpg



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