Updating member details

samlevinesl
samlevinesl Quicken Windows Subscription Member ✭✭
edited March 18 in Using Quicken LifeHub

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

Best Answer

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod
    Answer ✓

    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 NameLast Name, and Email Address.
      • Assign the desired role (Co-Owner, Editor, or Viewer), then resend the invitation.

    I hope this helps!

    Quicken Laura

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Answers

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    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?

    Quicken Laura

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  • samlevinesl
    samlevinesl Quicken Windows Subscription Member ✭✭

    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
    Quicken Laura Quicken Windows Subscription Moderator mod
    Answer ✓

    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 NameLast Name, and Email Address.
      • Assign the desired role (Co-Owner, Editor, or Viewer), then resend the invitation.

    I hope this helps!

    Quicken Laura

    Make sure to sign up for the email digest to see a round up of your top posts.