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How do I update a team member's personal information?

Written by Zach Koerber

Go to Settings → Employees & invites, click the person's name, then click the value you want to change in the Profile block. Edit it and click Save.

Names change, job titles change, and phone numbers were probably never filled in. All three are fixed from the same place.

Applies to: Admins

Steps

  1. Click your name at the bottom of the left sidebar, then click Settings.

  2. Under ORGANIZATION, click Employees & invites.

  3. Click the person's name to open Employee details.

  4. In the Profile block, click the value you want to change: Full Name, Job Title, or Phone.

  5. Full Name and Phone become text fields you type into, and Job Title becomes a dropdown you pick from. Save is the green check button to the right of the field, and Cancel is the grey X beside it. On a text field you can also press Enter to save or Esc to cancel.

  6. Click Save. Repeat for any other field. There is no single edit button covering the whole page, so each value is saved on its own.

What happens next

The new value shows on the record straight away, and the Name column in Employees & invites picks up a changed Full Name.

Job Title is a label. It describes what the person does, and it appears next to their name in the list, but it does not give or take away any access. Access comes from Role in the Organization block. Someone titled "President" with a View Only role still has view only access.

The person's Email is also in the Profile block, but it is their login, so treat it differently from the rest. See the related article below before you change it.

If this doesn't work

  • Clicking the value does nothing → your role does not have permission to edit team member records. Ask an Admin in your account.

  • The change did not stick → check that you clicked Save and not Cancel. Each value saves separately, so saving one field does not save an edit you started in another.

  • Your team member's job title is not in the list → Job Title is a dropdown, so you can only pick from the titles it offers. Choose the closest match and contact us if the one you need is missing.

  • You are trying to update your own details → you can also use Settings → My profile, listed under ACCOUNT as "Personal details, work context, and preferences".

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Still have questions? Just reply, and we're happy to help.

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