Edit a user and change where they work

What this does

You can change a staff member's details after you add them, switch their account off, and change which branch or unit they work in.

Plan, role and place: how they fit together

• Plan is what your business is entitled to. It decides which apps and features exist for the business.
• Role (permissions) is what a staff member may do inside those features.
• Hierarchy is the place in your company tree where the staff member works, for example Main Branch / Head Office / Sales Counter. See Your company and branches.

A staff member needs all three: a plan that includes the feature, a role that allows the action, and a place in your hierarchy.

Open the user's menu

1. Open User Management, then Users.
2. Right-click the person.

   

The menu has View Profile, Edit User, View Hierarchy, Assign Hierarchy, Deactivate and Delete.

Edit the details

1. Choose Edit User (1).
2. Change the name, contact number, Department, Designation or join date. Leave Password empty to keep the current password.
3. Use the Active setting to switch the account on or off.

   

1. Use the Access button next to an app to grant or remove that app for this person.
2. Use the buttons at the bottom of the page to continue and save.

Move someone to another branch or unit

1. Choose Assign Hierarchy (2).
2. In the tree, click a Sub Unit, or click Assign here (1) on a Business Group, Legal Entity or Operating Unit row.
3. Check Assignments to save (2). Each row shows the full place and the role, and the star marks the primary place.
4. Click Save Assignments (3).

Use View Hierarchy to see where a person is placed without changing it.

Important notes

• Changing a role, a place or an app does not change your plan. If a feature is not on your plan, no role can unlock it.
• Deactivate and Delete are in the same menu. Check the person before you use either.

Related guides

• Add a user
• Roles and permissions
• How access works