Edit a member’s details

Step by step

1. 1

   In Team > Members, open the person’s record.

2. 2

   Edit the name, email, phone or job title. Clear the phone field to remove that value.

3. 3

   Select an avatar color to identify the member across screens.

4. 4

   Save and verify the row.

What you need to know

• Job title is descriptive text, such as SDR; the role and allowed pages control access.
• Leaving the password blank while editing preserves the existing password.
• An email already linked to another account may prevent saving; check the response before treating the change as complete.
• Before saving, use Cancel or close the window to discard the draft. After saving, reopen the record: some failures involving member details, pages or numbers are not clearly shown by the form.