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, status, mobile access, and web access.
Authentication — login credentials or sign-in method, such as Google or Microsoft.
Availability — office hours and optional away message.
Events — calendar sync settings, such as Google or Microsoft.
Groups — group chat settings.
Mobile — phone number and device history.
Notifications — event reminders, routine alerts, mood notifications, and subscriptions.
Important: General Admin and Super Admin users have web access enabled by default. If a team member should not have web access, assign them a Supporter role instead of an admin role.
🌐 Enable Web Access in Bulk
Use the Enable Web Access batch action when multiple existing active team members need browser access enabled at the same time.
Open Team Members.
Select Batch Actions.
Choose Enable Web Access.
Select eligible team members whose Web Access value is False.
Select Enable Web Access in the action bar.
This batch action only turns web access on. To turn web access off or adjust one person’s access settings, edit the individual team member profile.
✅ Save Your Changes
Select Save in the top-right corner when you’re done editing an individual profile.
Equip Tip: If a team member’s responsibilities change, updating their role ensures they only see the tools they need and nothing more.