Edit user details

April 15, 2023
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Introduction

This article will help explain how you can edit user details in case they have been entered incorrectly or change.

User detail page - details and actions settings

Editing a user

If you would like to change the details for a user, head over to the Users page and click on the user you would like to edit. 

Within the User detail page, you can hover over the box on the top left ("Details") and click the edit icon that appears in the top right. Once you're done editing, click "Save".

Fields that can be edited: 

  • Name
  • Email address - remember to send a password reset once this has changed and then the user will know that you've used the correct address
  • Telephone number
  • Reference

 

Tip!

If you see the 'Verified' pill, this confirms that the person has followed the link in the invite email and set their password for the account.

This help article was last updated on November 28, 2025

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