Manage Team (Advanced): Edit a Team Member’s Personal Details

Team members typically set up and change their personal and login details on their own. However, firm Owner or Admins can do it for them if needed, both for active and deactivated staff. 

Here's how:

1. Go to Settings > Team & Plans, open the Team members tab, then click on your team member's name.

2.  Click the Edit icon in the top right corner of the Personal Details section, then click on Upload Photo to add a team member’s picture. Locate an image that you would like to upload, then crop your photo to make it look better.

3. Make the changes to personal information, then click on Save.

4. To update a team member's email and/or password, click the Edit icon in the top right corner of the Login Details section, make your changes, then click on Save.

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