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How to edit a user?

You can update user details, job information, access levels, and other settings.

Steps

  1. Go to People → Employees

    • Find the user you want to edit
    • Click on their name to open their profile
  2. Access edit mode

    • Click Edit button
    • Or click menu → Edit Employee
  3. Update information

    • Basic Info: Name, email, phone
    • Job Information: Title, department, location, manager
    • Access: Role and permissions
    • Schedule: Working days and hours
    • Leave Policy: Assigned policy
  4. Save changes

    • Click Save
    • Changes are applied immediately

What can be edited

  • Personal details: Name, email, phone
  • Job information: Title, department, location
  • Employment dates: Start date, end date
  • Access level: Role (Admin, Manager, Employee)
  • Approvers: Who can approve their leave
  • Leave policy: Assigned policy
  • Schedule: Working days and hours
  • Status: Active or inactive

Important notes

  • Changing start date may affect leave accrual
  • Changing location updates time zone and holidays
  • Changing role affects permissions immediately
  • Some changes may require user to re-login