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How to edit a team user's details and permissions

Change a teammate's details, user type, or permissions from the Users Management table.

Change a teammate's details, user type, or permissions from the Users Management table.

Before you start: you must be an Admin. Employees don't see the Users Management tab at all, so ask one of your admins to make the change.

1. Open Settings from the side menu, then the Users Management tab

step 1

2. Find the person and press their name

step 2

3. Edit their details, or switch User Type between Employee and Admin

step 3

4. Turn the Employee Permissions switches on or off

step 4

5. Press Save. The panel closes and the table updates

step 5

Good to know

  • Employee permissions appear only when User Type is Employee. Review them whenever you change someone’s role.

  • A new email takes effect after the person follows the verification email. Ask them to check their inbox.

  • If the panel stays open, check the field errors before trying Save again.

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