How can a company update a cardholders details?

This article details how a company can update a cardholders personal contact details in the RIW System, such as their address, phone number and email address.  


NOTE: Companies are unable to update cardholders core details (name and date of birth), as this is core information used to identify the cardholder. Please refer to our RIW Knowledge Centre article How does a company change the name and core details of a cardholder in the RIW System?


NOTE: Cardholders can also update their own email address, street address or mobile phone number by logging into their myRIW account. Please direct cardholders to the RIW Knowledge Centre article How can a cardholder update their contact details?



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Search for People

On the main dashboard, click on the Search for People shortcut.

 

 

 

Step 3: Search criteria

Complete search criteria to find the cardholder and click on the SEARCH button.

 

 

Step 4: Highlight cardholder

From the returned results, highlight the cardholder row and click on the EDIT button.

 


Step 5: Contact Details Tab

Click on the Contact Details tab on the left hand side of the page. Complete or update the fields and click on the SAVE button.



NOTE: The email address field is mandatory and must be unique to the cardholder, as this email address is used to create their myRIW profile.


NOTE: When updating Contact Details, all mandatory fields need to be completed before saving the record.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000147276



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