Acumin Documentation
Acumin Documentation
Breadcrumbs

Member - Member Name Change


To change the name of a member in Acumin, an authorized user must access the member’s properties form.

Access Member Properties

  • Active Members:

    1. From the View - Person Properties sub-menu, select Members to launch the Search Person tool.

    2. Search for and find the member.

    3. Highlight the member record, right-click, and select Properties from the contextual menu.

  • Inactive Members:

    • Launch the Search Person tool for members from within the Acumin User list-view (triggered from the Admin section of the task bar).

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Update Member Information

  • Change Name: Update the name fields on the Information tab.

  • Preserve Prior Name (Best Practice): To preserve the previous name for future reference and conflict assessments, add the previous name to the Description field preceded by Former Name: (e.g., Former Name: Alyssa Young).

  • Update Coordinates: If their contact info changed alongside the name (such as email address), highlight the coordinate in the coordinates section and select Properties to modify it.

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Update Signature / Picture

  • Go to the Picture / Signature tab.

  • Delete/destroy the old signature and upload the new signature to ensure consistency across generated documents and invoices.

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Important Things to Note

  • Global Impact: Name changes do not use effective dates. Once changed, the new name is immediately reflected anywhere the member's unique identifier (Pid) is used (e.g., past and future time entries, payment requests, invoice signatories, search results, and reports).

  • User Profile vs. Member: If the member also has an Acumin user account for logging in, their user login credentials and Active Directory associations are managed separately under Admin > Acumin Users.