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Editing an Employee

How to change an employee's details​

Start on the Users page. Click the Edit button for a user to navigate to the edit user page. screenshot There should be an edit user form where you can change some the user's details. screenshot

You won't be able to change the user's name once created. The user will need to claim the account to change it. You can change:

  • Role
  • Job
  • Hourly wage
  • Assigned Locations
  • email address (but only if the user hasn't claimed their account yet)

After making changes, submit the edit user form. This will redirect to the user management page where you can see the user's details have been updated. screenshot

Details an employee has set for themselves​

Open that employee's edit page. The Personal Details section shows what they set for themselves in their own settings. screenshot

You can't change the role of the last owner​

Open the edit page for the only owner of an organization. Changing their role to anything other than Owner shows an error. screenshot

You can't change an email once that person has claimed their account​

Open the edit page for someone who has already claimed their account. Their email can no longer be edited, and a message explains why. screenshot

Editing your own details takes you to User Settings​

Open your own edit page. A banner points you to User Settings, where you change your own details. screenshot The banner contains a link to User Settings where they can update their personal details.