Change a Badge Level

Status type Badges can optionally have multiple levels, each with their own rules and conditions needed for a Member to achieve in order to gain that Badge level.

On the Badges tab of the Member Profile screen, Customer Service Representatives can manually change a Member's Badge level.

  1. Select Members from the top navigation bar, then select CSR > People from the side navigation menu. The People screen is displayed.

  2. On the People screen, search for and select the desired Member (see Search for a Member for more information). The Member Profile screen is displayed with the Summary tab selected by default.

  3. Select the Badges tab.

  4. Optionally, search for the desired Badge. See Tab Overview - Badges for more details on the available search options.

  5. Next to the desired Badge, from the Action drop-down menu, select Edit Level. The Edit Member Badge pop-up window is displayed.

  1. From the Level drop-down menu, select the desired Badge level.

  2. Click Save.