Updating member details

samlevinesl

Hello, how do you update / change member details? In particular I want to update the name - somehow the name is entered twice, like "John Doe John Doe". Thank you

Quicken Laura

Hi @samlevinesl,

Thank you for clarifying that! You can remove the member with the incorrect name and resend the invitation with the correct details. Here’s how:

1. Remove the member with the incorrect name :
   • Click on the gear icon (Settings) in the upper right corner.
   • Look for the Household Members section.
   • Locate the person you want to correct, then select the option to remove or revoke access (via a three-dot menu or a delete button).
2. Send a new invitation :
   • On the same settings screen, click Invite Member.
   • Enter the correct First Name, Last Name, and Email Address.
   • Assign the desired role (Co-Owner, Editor, or Viewer), then resend the invitation.

I hope this helps!

Quicken Laura

Hi @samlevinesl,

Thank you for reaching out. I'd be happy to help. Could you please clarify whether you’re referring to the name associated with your Quicken account, your Community username, or something else?

samlevinesl

I added a member as a viewer to my LifeHub family household. It's the viewer member's name that I'd like to update so it doesn't appear as "John Doe John Doe". I'd like it to appear as "John Doe".

Quicken Laura

Hi @samlevinesl,

Thank you for clarifying that! You can remove the member with the incorrect name and resend the invitation with the correct details. Here’s how:

1. Remove the member with the incorrect name :
   • Click on the gear icon (Settings) in the upper right corner.
   • Look for the Household Members section.
   • Locate the person you want to correct, then select the option to remove or revoke access (via a three-dot menu or a delete button).
2. Send a new invitation :
   • On the same settings screen, click Invite Member.
   • Enter the correct First Name, Last Name, and Email Address.
   • Assign the desired role (Co-Owner, Editor, or Viewer), then resend the invitation.

I hope this helps!