Change a user's role or details

Edit a user when their job changes or their details are out of date. You can only edit people in your own company.

Who can do this: Admin

1. Select Users in the sidebar.

2. Open the three-dot menu at the end of the person’s row and select Edit.

3. Change the Role, or update the Full Name, Username, Email or Phone Number.

4. Select Update User.

The dialog closes and the list updates. A new role takes effect right away. The person may need to reload the page before their sidebar changes.

Caution

Username can’t be blank. People who signed up on their own may not have one, and the dialog won’t save or show an error until you add it. If Update User seems to do nothing, check this field first. It needs at least 3 characters.

Good to know

• Edit isn’t available while someone’s status is Pending Approval. You can change their role once they’re approved.
• Changing someone’s Email takes effect straight away. They use the new address to log in, and no verification email is sent.
• You can’t lower your own Admin role. Ask another Admin to do it. The dialog won’t save the change.
• Another Admin in your company can change your role, and you can change theirs.
• To change your own Email or Password in this dialog, you also need to enter your Current Password.

Related

• Roles and permissions
• Reset a user’s password
• What user statuses mean