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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 The edit user form opens, where you can change some of their 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. You're taken to the Users page, where the user's updated details are shown. 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 links to your settings, where you can update your personal details.