Updating a Team Member's Information

Note: Only the team owner and team admins can manage and update a team member’s information. Learn more about roles and permissions.

To update a team member's information, follow these steps.

  1. Go to Account Settings > Team > Manage Team.
  2. In the Active Members section, select the edit icon under Actions of the team member whose info you want to update.
  3. Enter the new details of the team member in the Username, First Name, Last Name, and Email Address fields.
  4. Assign or change the roles of the team member by selecting the Product Access, Team Admin, or Finance Admin checkboxes. Learn more about roles and permissions.
  5. Select Update Team Member to save your changes.