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Edit Application Details and Save Updates

Edit Application Details and Save Updates

This guide provides a straightforward process for editing application details, ensuring users can efficiently update their information. By following the clear steps outlined, individuals can easily navigate the editing interface and save their changes without confusion. It's an essential resource for anyone looking to maintain accurate application records.

Please note

  • Edit functionality is set within the Roles Based Access Controls

  • Certain fields like Social Security Number are only editable for PayPlan Admins

1. Click the Application or Record that you want to modify

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2. Click "Edit"

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3. Click this text field.

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4. Type updated information

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5. Another example of updating email address

https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-23/c58f7005-1802-4379-a78d-9e96d985aa99/ascreenshot.jpeg?tl_px=0,339&br_px=2266,1606&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=533,360

6. Another example of updating phone number

https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-23/9853a7b0-559a-4703-91a7-8d7de546a96c/ascreenshot.jpeg?tl_px=0,246&br_px=2266,1513&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=978,277

7. Updating the date of birth

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https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-12-23/bde87759-4141-4709-bb79-a25eb42be427/ascreenshot.jpeg?tl_px=0,339&br_px=2266,1606&force_format=jpeg&q=100&width=1120.0

9. Click "Save Updates"

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