What this page is for
Open a person from Users to see their own page. It shows their name and phone, their sign-in e-mail address, and every role they hold with the branches it covers.
What you can change depends on what you are allowed to do:
- With permission to manage users, you change their Name and Phone.
- With permission to manage roles, you give them another role or remove one.
- Only an owner changes someone else's e-mail address.
- Only an owner changes anything on another owner's page. Anyone else sees it read-only.
To change your own details, use My profile.
How to…
How to change someone's name or phone
- Under Details, change the Name or Phone. Leave Phone empty to remove it.
- Press Save changes.
How to give someone another role
- Under Roles, choose the role in Give another role.
- If your business has more than one branch, tick the branches the role should cover. Tick none to let it cover every branch.
- Tick Only records they raised, or from their own till session if they should see only their own sales and documents under this role.
- Press Give role.
Only an owner can make someone else an owner.
How to remove a role
Press Remove role beside it, then confirm. The person loses what that role allows at once. A business must always keep one active owner, so the last owner's role cannot be removed.
How to change someone's e-mail address
Only an owner can do this. Press Change e-mail, type the new address and press Send link. Nothing changes until the person follows the link sent to the new address. For till staff with no e-mail address, press Invite by e-mail instead.