Edit a user

Tip

Editing a user is reserved for the Admin role. Learn more about roles.

Open the form

Go to Team, click the menu on the right of a user's row, then Edit.

Screenshot: The Edit / Delete menu on a row.

What you can edit

The Edit [name] window updates the user's teams, hierarchy and license:

  • Admin: turn on this toggle to make them an administrator (they'll be able to manage users, teams and settings).
  • Teams: check the team(s) they belong to.
  • Manager: choose their manager(s). This is what gives the manager visibility over the user's data.
  • Active license: the user occupies a seat. Turn it off to free the seat (the user goes back to read-only).

Screenshot: The edit-user form.

Click Save to apply.