Skip to main content

Editing and Managing Your Team

Learn how to edit user profiles in Equip, including roles, contact details, and settings for your team members.

MaryGrace Flores avatar
Written by MaryGrace Flores
Updated yesterday

You can edit a user’s profile at any time to update their information, role, availability, notification settings, and more. This is especially helpful when staff members change roles, take on new responsibilities, or need personalized access. You can easily edit user profiles right from the Team page to keep your organization up to date.

👥 Go to the Team Page

  • Click your profile icon in the top-right

  • Select Team from the dropdown menu

🛠️ Edit a Team Member’s Profile

  • Click the three dots (⋯) next to the user’s name

  • Select Edit Profile from the menu

📋 Explore Profile Tabs

Once you’re in the Edit Profile view, you’ll see tabs on the left side. Each tab lets you manage different parts of the user’s account:

  • General – Name, email, title, pronouns, and other demographic and contact information

  • Access – Role (Admin, Supporter, Mentor), status (active/inactive), and mobile access

  • Authentication – Login credentials or sign-in method (e.g., Google or Microsoft)

  • Availability – Office hours and optional away message

  • Events – Calendar sync settings (Google or Microsoft)

  • Groups – Enable group chat

  • Mobile – Phone number and device history

  • Notifications – Event reminders, routine alerts, mood notifications, and subscriptions

✅ Save Your Changes

Don’t forget to click Save in the top-right corner when you’re done editing!


Equip Tip: If a team member’s responsibilities change, updating their role ensures they only see the tools they need—nothing more, nothing less.

Did this answer your question?