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Team Management

How to Edit a Team Member's Details or Access

Update a staff member's contact details, or turn their account access on and off, without deleting them.

2 min
  1. 1

    Open their profile

    Tap a team member's name in the Team Management list to open their detail screen — it shows their role, contact details, join date, and access permissions.

  2. 2

    Tap the edit icon

    Tap Edit Member to update their First Name, Last Name, or Phone Number.

    Their email address can't be changed once they've been added.

  3. 3

    Changing their role

    If you're an Admin editing a Manager or Salesperson, you can switch their role between the two. An existing Admin's role can't be changed from this screen.

  4. 4

    Turning access on or off

    If you're an Admin editing someone who isn't an Admin, you'll also see an Active Status switch. Turning it off disables their account without deleting their record.

    Disabling someone doesn't log them out immediately if they're already mid-session — but the next time the app talks to the server (including a routine background check), they'll be automatically logged out with a message that their account has been disabled.

  5. 5

    Save your changes

    Tap Update to save.

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