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Editing and Managing Your Team

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

MaryGrace Milligan avatar
Written by MaryGrace Milligan
Updated yesterday

Need to update a team member’s role, contact info, or settings? 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

  • From here, you can update:

    • General information (name, title, pronouns, etc.)

    • Access level / role

    • Notification settings

    • And more

Be sure to click Save 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.

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