HelpTeam & UsersEditing a User

Editing a User

Administrator

Administrators can change a user’s name, role, or location assignment at any time.

Note.Phone and email can’t be changed from this form — those are login-identifying and can only be changed by the user themselves, from their own Settings screen, through a verified request. See Changing your phone number.
  1. 1

    Find the user

    On the Users screen, locate the person you want to edit.

  2. 2

    Tap the edit (pencil) icon

    It’s on the right side of their row. The same form used to invite them opens, pre-filled with their current details.

    Edit user form pre-filled, with phone and email fields disabled
  3. 3

    Update their role or location

    Change the Role radio selection and/or Location as needed, then tap Save.